+17.2%
WMB vs PLTD
-16.9%
+34.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.5% | +3.7% |
| 7D | +1.6% | -1.6% | +3.1% | +1.5% |
| 30D | -7.1% | +18.5% | -25.5% | -7.5% |
| 3M | -4.0% | -2.4% | -1.6% | -3.9% |
| 6M | -5.7% | -34.6% | +28.9% | -4.9% |
| YTD | +17.2% | -21.4% | +38.6% | +17.8% |
| 1Y | +17.2% | -16.8% | +33.9% | +18.4% |
| All | +17.2% | -16.9% | +34.1% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling