+33.5%
WMB vs PLTD
-77.5%
+111.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.4% |
| 7D | +7.8% | -4.8% | +12.6% | +7.5% |
| 30D | -5.1% | +16.9% | -22.0% | -4.1% |
| 3M | -4.7% | +2.6% | -7.3% | -4.3% |
| 6M | -7.4% | -36.2% | +28.8% | -9.3% |
| YTD | +17.5% | -19.4% | +36.9% | +18.5% |
| 1Y | +19.5% | -22.5% | +42.0% | +20.0% |
| All | +33.5% | -77.5% | +111.1% | +16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling