+122.7%
PLTU vs BWA
+93.2%
+29.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -8.8% | -5.6% | -3.3% | -7.7% |
| 3M | +41.7% | -10.7% | +52.4% | +45.7% |
| 6M | -9.3% | +23.2% | -32.5% | -17.4% |
| YTD | -35.2% | +46.0% | -81.2% | -51.5% |
| 1Y | -29.5% | +51.2% | -80.6% | -49.7% |
| All | +122.7% | +93.2% | +29.5% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling