+531.1%
PLTR vs AGG
-2.5%
+533.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.3% |
| 7D | -9.1% | -0.9% | -8.2% | -8.0% |
| 30D | -5.2% | -1.0% | -4.2% | -4.0% |
| 3M | +27.4% | -1.3% | +28.7% | +29.7% |
| 6M | +9.7% | -2.1% | +11.8% | +13.0% |
| YTD | -6.7% | -1.2% | -5.5% | -5.0% |
| 1Y | -0.5% | -0.5% | 0.0% | +0.3% |
| 3Y | +996.2% | +12.4% | +983.8% | +801.8% |
| 5Y | +531.1% | -2.4% | +533.5% | +427.0% |
| All | +531.1% | -2.5% | +533.6% | +427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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