+50.5%
WPM vs PLTD
-31.0%
+81.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.1% |
| 7D | +3.9% | -0.9% | +4.8% | +3.8% |
| 30D | +17.7% | +1.3% | +16.3% | +18.2% |
| 3M | +39.4% | -32.9% | +72.3% | +32.6% |
| 6M | +6.4% | -24.9% | +31.3% | +4.6% |
| YTD | +34.0% | -18.2% | +52.2% | +32.3% |
| 1Y | +50.5% | -28.7% | +79.2% | +47.8% |
| All | +50.5% | -31.0% | +81.5% | +47.8% |
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