+113.0%
PLTU vs BWA
+94.4%
+18.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.0% | -4.5% |
| 7D | -17.7% | -0.1% | -17.7% | -17.8% |
| 30D | -12.5% | -5.5% | -7.0% | -11.5% |
| 3M | +39.5% | -7.6% | +47.1% | +42.0% |
| 6M | -7.0% | +25.0% | -31.9% | -15.7% |
| YTD | -38.1% | +47.0% | -85.0% | -53.7% |
| 1Y | -36.0% | +54.0% | -90.0% | -55.0% |
| All | +113.0% | +94.4% | +18.5% | -25.4% |
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 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