+1,735.1%
PLTR vs BWA
+117.9%
+1,617.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.2% | -5.3% |
| 7D | -6.4% | +5.7% | -12.1% | -8.1% |
| 30D | +10.0% | +1.4% | +8.6% | +9.4% |
| 3M | +23.0% | -12.1% | +35.1% | +27.4% |
| 6M | +13.8% | +28.6% | -14.8% | +2.5% |
| YTD | -1.9% | +51.1% | -53.0% | -19.3% |
| 1Y | +11.6% | +55.9% | -44.2% | -9.8% |
| 3Y | +1,048.4% | +70.1% | +978.3% | +756.9% |
| 5Y | +554.4% | +90.7% | +463.7% | +344.3% |
| All | +1,735.1% | +117.9% | +1,617.1% | +1,064.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling