-33.3%
PLTD vs BBWI
-34.3%
+1.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.8% | +4.9% |
| 7D | +5.9% | +1.5% | +4.4% | +6.1% |
| 30D | -11.6% | -5.2% | -6.4% | -11.8% |
| 3M | -29.9% | +11.1% | -41.0% | -29.1% |
| 6M | -28.5% | -13.4% | -15.2% | -29.6% |
| YTD | -20.4% | +0.1% | -20.5% | -19.6% |
| 1Y | -33.3% | -36.1% | +2.9% | -34.9% |
| All | -33.3% | -34.3% | +1.0% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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