+499.6%
PLTR vs AG
+12.9%
+486.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.1% |
| 7D | -12.9% | +6.3% | -19.2% | -14.0% |
| 30D | -17.4% | -8.9% | -8.4% | -15.9% |
| 3M | +2.9% | -12.2% | +15.1% | +4.7% |
| 6M | +19.9% | -28.3% | +48.2% | +25.9% |
| YTD | -9.8% | -8.8% | -0.9% | -11.5% |
| 1Y | -8.4% | +39.4% | -47.7% | -17.6% |
| 3Y | +765.0% | +229.4% | +535.6% | +489.2% |
| All | +499.6% | +12.9% | +486.6% | +455.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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