+13.4%
WM vs PLTD
-77.7%
+91.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.5% | +5.6% | +0.2% |
| 7D | -0.5% | +4.2% | -4.7% | -0.5% |
| 30D | +13.3% | +20.8% | -7.5% | +13.1% |
| 3M | +4.4% | -2.6% | +6.9% | +4.3% |
| 6M | +10.8% | -33.1% | +43.9% | +10.8% |
| YTD | +9.1% | -20.0% | +29.1% | +9.1% |
| 1Y | +19.1% | -21.6% | +40.8% | +19.2% |
| All | +13.4% | -77.7% | +91.1% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling