-77.4%
PLTD vs BWA
+51.2%
-128.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.4% | -10.9% | -4.7% |
| 7D | +4.2% | -0.6% | +4.8% | +4.5% |
| 30D | +20.8% | -16.1% | +36.9% | +19.2% |
| 3M | -2.6% | -24.6% | +22.1% | -4.9% |
| 6M | -33.1% | -15.7% | -17.4% | -33.5% |
| YTD | -20.0% | +15.1% | -35.1% | -11.5% |
| 1Y | -21.6% | +15.9% | -37.5% | -12.7% |
| All | -77.4% | +51.2% | -128.6% | -62.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling