-12.6%
PLTR vs BBWI
-1.7%
-10.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +5.3% |
| 7D | -5.1% | -6.2% | +1.0% | -4.6% |
| 30D | -19.1% | +25.5% | -44.6% | -20.4% |
| 3M | -1.6% | +8.0% | -9.6% | -2.3% |
| 6M | +22.8% | +12.7% | +10.1% | +21.3% |
| YTD | -4.8% | +11.6% | -16.5% | -6.8% |
| All | -12.6% | -1.7% | -10.9% | -13.4% |
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