-39.9%
BBWI vs PLTU
+124.7%
-164.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -4.2% | -9.2% | +5.0% | -3.7% |
| 30D | +24.9% | -37.3% | +62.2% | +28.9% |
| 3M | +13.2% | -14.7% | +27.9% | +13.4% |
| 6M | +12.1% | +17.3% | -5.2% | +6.8% |
| YTD | +11.1% | -39.4% | +50.5% | +11.3% |
| 1Y | +0.7% | -50.6% | +51.3% | +2.8% |
| All | -39.9% | +124.7% | -164.7% | -54.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling