-19.7%
PLTU vs BWA
+59.1%
-78.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +2.8% | -11.8% | -8.4% |
| 7D | -13.6% | +5.7% | -19.2% | -12.5% |
| 30D | +16.7% | +1.4% | +15.3% | +16.9% |
| 3M | +29.6% | -12.1% | +41.7% | +27.6% |
| 6M | -0.1% | +28.6% | -28.7% | +6.1% |
| YTD | -31.5% | +51.1% | -82.6% | -25.9% |
| 1Y | -19.7% | +55.9% | -75.6% | -14.1% |
| All | -19.7% | +59.1% | -78.8% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling