+105.7%
PLTU vs BWA
+50.6%
+55.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | +9.0% | +4.3% | +4.8% | +7.9% |
| 30D | -33.0% | -13.0% | -20.0% | -30.8% |
| 3M | -19.0% | -24.8% | +5.8% | -14.0% |
| 6M | +30.4% | -23.5% | +53.9% | +36.9% |
| YTD | -40.2% | +13.8% | -54.0% | -52.8% |
| 1Y | -37.8% | +13.4% | -51.2% | -50.8% |
| All | +105.7% | +50.6% | +55.1% | -24.0% |
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