+4.4%
PLTR vs BBWI
-35.2%
+39.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | +0.1% |
| 7D | 0.0% | -4.4% | +4.5% | +0.4% |
| 30D | -3.3% | -7.4% | +4.1% | -2.7% |
| 3M | +28.4% | -2.2% | +30.6% | +28.4% |
| 6M | +8.4% | -16.3% | +24.7% | +10.3% |
| YTD | -4.6% | -9.1% | +4.5% | -4.7% |
| 1Y | +4.4% | -34.5% | +38.9% | +4.3% |
| All | +4.4% | -35.2% | +39.6% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling