+26.0%
WMT vs PLTD
-18.9%
+44.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.4% |
| 7D | +2.0% | -4.8% | +6.8% | +2.2% |
| 30D | +10.3% | +16.9% | -6.6% | +9.5% |
| 3M | +11.0% | +2.6% | +8.3% | +10.5% |
| 6M | -2.3% | -36.2% | +33.9% | -1.4% |
| YTD | +15.7% | -19.4% | +35.1% | +13.5% |
| 1Y | +26.0% | -22.5% | +48.5% | +25.9% |
| All | +26.0% | -18.9% | +44.9% | +25.9% |
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 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