+826.1%
PLTR vs BWA
+65.3%
+760.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.4% | +0.1% | +4.4% |
| 7D | -5.1% | -0.6% | -4.5% | -5.0% |
| 30D | -19.1% | -16.1% | -3.0% | -16.5% |
| 3M | -1.6% | -24.6% | +23.0% | +3.3% |
| 6M | +22.8% | -15.7% | +38.5% | +24.8% |
| YTD | -4.8% | +15.1% | -19.9% | -14.8% |
| 1Y | -4.9% | +15.9% | -20.8% | -15.2% |
| 3Y | +826.1% | +67.1% | +759.0% | +536.4% |
| All | +826.1% | +65.3% | +760.8% | +536.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling