+1,668.3%
PLTR vs ADI
+277.1%
+1,391.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.7% | -0.3% |
| 7D | +4.7% | +9.5% | -4.7% | -1.2% |
| 30D | -16.4% | -1.4% | -15.0% | -15.7% |
| 3M | -6.2% | +4.7% | -10.9% | -9.6% |
| 6M | +29.2% | -7.4% | +36.6% | +31.1% |
| YTD | -5.5% | +48.1% | -53.5% | -34.3% |
| 1Y | -2.4% | +69.6% | -72.1% | -38.8% |
| 3Y | +752.3% | +144.4% | +607.9% | +255.3% |
| 5Y | +635.8% | +134.1% | +501.7% | +218.3% |
| All | +1,668.3% | +277.1% | +1,391.2% | +547.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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