-29.0%
PLTD vs BWA
+50.9%
-79.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +2.5% |
| 7D | +4.5% | +4.3% | +0.3% | +4.1% |
| 30D | -0.7% | -2.9% | +2.2% | -0.5% |
| 3M | -31.0% | -12.4% | -18.6% | -30.5% |
| 6M | -24.8% | +28.6% | -53.4% | -27.0% |
| YTD | -18.6% | +48.2% | -66.8% | -20.6% |
| All | -29.0% | +50.9% | -79.9% | -30.2% |
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