+1,706.1%
PLTR vs ADI
+287.8%
+1,418.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | +10.7% | +13.4% | -2.7% | +2.2% |
| 30D | -17.8% | -1.3% | -16.5% | -17.2% |
| 3M | +0.3% | +6.8% | -6.5% | -4.6% |
| 6M | +26.2% | -1.9% | +28.1% | +23.0% |
| YTD | -3.5% | +52.3% | -55.7% | -34.1% |
| 1Y | -6.8% | +71.6% | -78.5% | -41.9% |
| 3Y | +772.3% | +148.9% | +623.4% | +260.6% |
| 5Y | +651.6% | +140.8% | +510.8% | +219.4% |
| All | +1,706.1% | +287.8% | +1,418.3% | +549.2% |
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