+1,692.6%
PLTR vs BBWI
-15.7%
+1,708.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -1.5% |
| 7D | -5.3% | +1.6% | -6.9% | -5.8% |
| 30D | -1.0% | -6.2% | +5.2% | +0.4% |
| 3M | +24.8% | +4.3% | +20.4% | +22.1% |
| 6M | +8.4% | -7.2% | +15.5% | +7.9% |
| YTD | -4.2% | -3.0% | -1.2% | -6.9% |
| 1Y | +9.1% | -30.8% | +39.9% | +15.9% |
| 3Y | +1,025.6% | -43.4% | +1,069.0% | +1,091.2% |
| 5Y | +565.8% | -66.7% | +632.5% | +692.3% |
| All | +1,692.6% | -15.7% | +1,708.4% | +1,966.6% |
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