+1,681.1%
PLTR vs A
+87.1%
+1,593.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.1% | +2.4% | +3.8% |
| 7D | -5.1% | +4.8% | -9.9% | -7.4% |
| 30D | -19.1% | +5.6% | -24.7% | -21.3% |
| 3M | -1.6% | +23.6% | -25.2% | -12.7% |
| 6M | +22.8% | +56.4% | -33.6% | -6.1% |
| YTD | -4.8% | +33.4% | -38.2% | -20.7% |
| 1Y | -4.9% | +23.7% | -28.6% | -17.1% |
| 3Y | +826.1% | +71.0% | +755.1% | +490.3% |
| 5Y | +597.7% | +16.8% | +580.9% | +467.5% |
| All | +1,681.1% | +87.1% | +1,593.9% | +1,129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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