+552.9%
PLTR vs ADI
+142.1%
+410.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -5.6% |
| 7D | -6.4% | +0.4% | -6.9% | -6.7% |
| 30D | +10.0% | -3.8% | +13.8% | +12.7% |
| 3M | +23.0% | -15.3% | +38.3% | +34.8% |
| 6M | +13.8% | +6.7% | +7.1% | +1.5% |
| YTD | -1.9% | +34.8% | -36.7% | -28.7% |
| 1Y | +11.6% | +49.0% | -37.4% | -25.7% |
| 3Y | +1,048.4% | +108.1% | +940.3% | +403.3% |
| All | +552.9% | +142.1% | +410.8% | +139.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling