-77.5%
PLTD vs BWA
+98.5%
-176.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.9% | +4.9% |
| 7D | +5.9% | +5.7% | +0.3% | +6.5% |
| 30D | -11.6% | +1.4% | -13.0% | -11.4% |
| 3M | -29.9% | -12.1% | -17.9% | -31.2% |
| 6M | -28.5% | +28.6% | -57.1% | -25.1% |
| YTD | -20.4% | +51.1% | -71.5% | -9.8% |
| 1Y | -33.3% | +55.9% | -89.1% | -23.1% |
| All | -77.5% | +98.5% | -176.0% | -61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling