+124.5%
PLTU vs BWA
+96.1%
+28.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.9% | -2.8% | -4.3% |
| 7D | -11.6% | +4.3% | -15.9% | -12.5% |
| 30D | -4.6% | -2.9% | -1.7% | -4.1% |
| 3M | +33.7% | -12.4% | +46.1% | +38.5% |
| 6M | -9.4% | +28.6% | -38.0% | -18.6% |
| YTD | -34.7% | +48.2% | -82.9% | -51.3% |
| 1Y | -23.2% | +50.9% | -74.2% | -44.5% |
| All | +124.5% | +96.1% | +28.4% | -21.5% |
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 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