+14.5%
WMT vs PLTD
-77.2%
+91.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | -0.2% | -0.9% | +0.7% | -0.3% |
| 30D | -5.8% | +1.3% | -7.2% | -5.7% |
| 3M | -10.8% | -32.9% | +22.1% | -12.0% |
| 6M | -14.3% | -24.9% | +10.5% | -14.8% |
| YTD | -4.4% | -18.2% | +13.8% | -3.9% |
| 1Y | +4.3% | -28.7% | +33.0% | +3.5% |
| All | +14.5% | -77.2% | +91.7% | +2.0% |
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