-77.0%
PLTD vs BBWI
-48.2%
-28.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +1.6% |
| 7D | +4.5% | +1.6% | +3.0% | +5.0% |
| 30D | -0.7% | -6.2% | +5.5% | -1.8% |
| 3M | -31.0% | +4.3% | -35.4% | -29.6% |
| 6M | -24.8% | -7.2% | -17.7% | -25.4% |
| YTD | -18.6% | -3.0% | -15.5% | -17.3% |
| 1Y | -31.8% | -30.8% | -1.0% | -38.8% |
| All | -77.0% | -48.2% | -28.8% | -79.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling