+547.4%
PLTR vs AGNC
+26.7%
+520.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -4.1% | -4.7% | +0.6% | -0.6% |
| 30D | -2.2% | -5.7% | +3.4% | +2.1% |
| 3M | +27.6% | +1.9% | +25.7% | +25.3% |
| 6M | +10.3% | +1.8% | +8.5% | +7.7% |
| YTD | -5.9% | +3.4% | -9.4% | -9.8% |
| 1Y | +1.7% | +13.6% | -11.9% | -9.9% |
| 3Y | +959.1% | +60.4% | +898.7% | +617.6% |
| All | +547.4% | +26.7% | +520.8% | +531.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 AGNC 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