+25.2%
WPM vs PLTD
-20.6%
+45.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.4% | -3.2% | -2.7% |
| 7D | -0.5% | -9.8% | +9.3% | -2.4% |
| 30D | -3.1% | +18.9% | -22.0% | +0.7% |
| 3M | -2.2% | -4.2% | +2.1% | -2.2% |
| 6M | -7.4% | -34.8% | +27.4% | -11.9% |
| YTD | +12.6% | -21.1% | +33.8% | +13.5% |
| All | +25.2% | -20.6% | +45.8% | +23.8% |
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