-76.1%
PLTD vs BBWI
-41.5%
-34.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -3.9% |
| 7D | +13.7% | -6.2% | +19.9% | +12.3% |
| 30D | +18.4% | +19.9% | -1.5% | +23.3% |
| 3M | -7.5% | +7.1% | -14.6% | -5.6% |
| 6M | -31.3% | +13.7% | -45.0% | -28.4% |
| YTD | -15.4% | +9.6% | -25.0% | -11.6% |
| 1Y | -18.4% | -1.6% | -16.8% | -17.2% |
| All | -76.1% | -41.5% | -34.6% | -77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling