+1,677.1%
PLTR vs ADI
+272.7%
+1,404.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -3.8% | -6.3% | +2.6% | +0.3% |
| 30D | -19.2% | -3.2% | -16.1% | -17.6% |
| 3M | -3.7% | +2.8% | -6.4% | -6.1% |
| 6M | +22.5% | -5.0% | +27.5% | +21.9% |
| YTD | -5.0% | +46.3% | -51.3% | -33.4% |
| 1Y | -12.8% | +71.6% | -84.5% | -46.0% |
| 3Y | +758.3% | +139.2% | +619.1% | +263.9% |
| 5Y | +649.6% | +136.4% | +513.2% | +223.4% |
| All | +1,677.1% | +272.7% | +1,404.4% | +555.2% |
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