+1,668.3%
PLTR vs ALLE
+108.0%
+1,560.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.6% |
| 7D | +4.7% | +3.6% | +1.2% | +3.0% |
| 30D | -16.4% | +25.9% | -42.3% | -25.8% |
| 3M | -6.2% | +15.8% | -21.9% | -13.2% |
| 6M | +29.2% | +48.1% | -18.9% | +4.5% |
| YTD | -5.5% | +22.0% | -27.5% | -16.7% |
| 1Y | -2.4% | +18.0% | -20.4% | -12.5% |
| 3Y | +752.3% | +93.1% | +659.2% | +439.1% |
| 5Y | +635.8% | +52.1% | +583.8% | +390.0% |
| All | +1,668.3% | +108.0% | +1,560.3% | +1,066.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 10y: compounded portfolio wealth divided by compounded ALLE 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…
10y analysis · Full analysis span regression · 6 months rolling