+499.6%
PLTR vs ADI
+115.4%
+384.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.0% |
| 7D | -12.9% | -12.8% | -0.1% | -4.7% |
| 30D | -17.4% | -11.3% | -6.0% | -10.6% |
| 3M | +2.9% | -3.4% | +6.2% | +4.4% |
| 6M | +19.9% | -12.0% | +31.9% | +25.2% |
| YTD | -9.8% | +35.3% | -45.0% | -34.9% |
| 1Y | -8.4% | +58.1% | -66.4% | -41.9% |
| 3Y | +765.0% | +127.4% | +637.7% | +238.4% |
| All | +499.6% | +115.4% | +384.1% | +148.1% |
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