-33.3%
PLTD vs BWA
+59.1%
-92.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.9% | +4.3% |
| 7D | +5.9% | +5.7% | +0.3% | +5.3% |
| 30D | -11.6% | +1.4% | -13.0% | -11.8% |
| 3M | -29.9% | -12.1% | -17.9% | -29.4% |
| 6M | -28.5% | +28.6% | -57.1% | -30.6% |
| YTD | -20.4% | +51.1% | -71.5% | -23.1% |
| 1Y | -33.3% | +55.9% | -89.1% | -34.9% |
| All | -33.3% | +59.1% | -92.3% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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