+1,681.1%
PLTR vs BBWI
-3.0%
+1,684.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +5.0% |
| 7D | -5.1% | -6.2% | +1.0% | -3.5% |
| 30D | -19.1% | +25.5% | -44.6% | -24.1% |
| 3M | -1.6% | +8.0% | -9.6% | -4.7% |
| 6M | +22.8% | +12.7% | +10.1% | +16.3% |
| YTD | -4.8% | +11.6% | -16.5% | -11.7% |
| 1Y | -4.9% | -0.9% | -4.0% | -9.7% |
| 3Y | +826.1% | -22.7% | +848.8% | +780.8% |
| 5Y | +597.7% | -67.2% | +664.9% | +698.0% |
| All | +1,681.1% | -3.0% | +1,684.0% | +1,861.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling