-39.6%
BBWI vs PLTU
+126.1%
-165.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +11.1% | -9.2% | +1.0% |
| 7D | -6.2% | -11.7% | +5.6% | -5.4% |
| 30D | +25.5% | -36.9% | +62.4% | +29.5% |
| 3M | +8.0% | -10.9% | +18.9% | +7.7% |
| 6M | +12.7% | +18.0% | -5.3% | +7.3% |
| YTD | +11.6% | -39.0% | +50.7% | +11.8% |
| 1Y | -0.9% | -41.5% | +40.6% | -1.0% |
| All | -39.6% | +126.1% | -165.7% | -53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling