-77.3%
PLTD vs BBWI
-41.4%
-35.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +2.5% |
| 7D | -4.8% | +0.1% | -4.9% | -4.7% |
| 30D | +16.9% | +12.9% | +4.0% | +20.1% |
| 3M | +2.6% | +16.0% | -13.4% | +6.6% |
| 6M | -36.2% | +16.6% | -52.9% | -33.1% |
| YTD | -19.4% | +9.7% | -29.2% | -15.8% |
| 1Y | -22.5% | +1.5% | -24.0% | -20.3% |
| All | -77.3% | -41.4% | -35.8% | -78.7% |
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