-16.5%
PLTD vs BBWI
+2.4%
-18.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.1% | -1.7% | +2.7% |
| 7D | +14.4% | +8.8% | +5.7% | +15.1% |
| 30D | +8.6% | +34.8% | -26.2% | +11.1% |
| 3M | -9.2% | +12.9% | -22.1% | -8.2% |
| 6M | -29.5% | +29.6% | -59.1% | -27.7% |
| YTD | -20.2% | +20.8% | -41.0% | -18.1% |
| 1Y | -16.5% | +4.1% | -20.6% | -16.0% |
| All | -16.5% | +2.4% | -18.9% | -16.0% |
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