-41.5%
BBWI vs PLTU
+131.7%
-173.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.8% | -2.9% |
| 7D | -4.5% | +21.9% | -26.4% | -6.1% |
| 30D | +17.1% | -35.3% | +52.4% | +20.6% |
| 3M | +17.5% | -7.7% | +25.2% | +16.9% |
| 6M | +12.8% | +24.2% | -11.4% | +6.9% |
| YTD | +8.2% | -37.5% | +45.7% | +8.1% |
| 1Y | -1.8% | -43.6% | +41.8% | -1.2% |
| All | -41.5% | +131.7% | -173.2% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling