+499.6%
PLTR vs BBWI
-67.9%
+567.4%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.3% | +6.7% | +4.5% |
| 7D | -12.9% | -6.2% | -6.7% | -11.2% |
| 30D | -17.4% | +19.9% | -37.3% | -22.2% |
| 3M | +2.9% | +7.1% | -4.3% | -0.6% |
| 6M | +19.9% | +13.7% | +6.2% | +12.2% |
| YTD | -9.8% | +9.6% | -19.4% | -16.9% |
| 1Y | -8.4% | -1.6% | -6.7% | -13.7% |
| 3Y | +765.0% | -25.9% | +790.9% | +710.9% |
| All | +499.6% | -67.9% | +567.4% | +795.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling