-47.1%
PLTU vs BWA
+17.4%
-64.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.8% |
| 7D | -24.5% | -9.9% | -14.6% | -25.6% |
| 30D | -20.2% | -16.4% | -3.8% | -22.3% |
| 3M | +3.1% | -19.8% | +22.9% | +0.1% |
| 6M | +8.7% | -10.0% | +18.7% | +7.4% |
| YTD | -36.2% | +12.7% | -49.0% | -42.3% |
| 1Y | -47.1% | +15.7% | -62.8% | -53.5% |
| All | -47.1% | +17.4% | -64.5% | -53.5% |
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 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