+1,706.1%
PLTR vs BBWI
-6.0%
+1,712.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.9% | +2.5% | +0.3% |
| 7D | +10.7% | -4.5% | +15.2% | +12.0% |
| 30D | -17.8% | +17.1% | -34.9% | -21.5% |
| 3M | +0.3% | +17.5% | -17.2% | -5.0% |
| 6M | +26.2% | +12.8% | +13.3% | +19.3% |
| YTD | -3.5% | +8.2% | -11.6% | -9.7% |
| 1Y | -6.8% | -1.8% | -5.0% | -11.3% |
| 3Y | +772.3% | -25.8% | +798.1% | +739.1% |
| 5Y | +651.6% | -68.0% | +719.6% | +766.5% |
| All | +1,706.1% | -6.0% | +1,712.1% | +1,905.9% |
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