+1,684.5%
PLTR vs BWA
+110.6%
+1,573.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | 0.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | -3.3% | -5.6% | +2.3% | -1.7% |
| 3M | +28.4% | -10.7% | +39.1% | +32.2% |
| 6M | +8.4% | +23.2% | -14.8% | -1.0% |
| YTD | -4.6% | +46.0% | -50.6% | -20.7% |
| 1Y | +4.4% | +51.2% | -46.7% | -14.9% |
| 3Y | +1,020.5% | +69.6% | +950.9% | +732.2% |
| 5Y | +548.8% | +86.6% | +462.2% | +344.4% |
| All | +1,684.5% | +110.6% | +1,573.9% | +1,044.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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