+552.9%
PLTR vs ALLE
+13.7%
+539.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -5.1% |
| 7D | -6.4% | -0.2% | -6.2% | -6.4% |
| 30D | +10.0% | -6.8% | +16.8% | +14.7% |
| 3M | +23.0% | +21.0% | +2.0% | +8.5% |
| 6M | +13.8% | +1.1% | +12.7% | +11.8% |
| YTD | -1.9% | -0.5% | -1.4% | -4.3% |
| 1Y | +11.6% | -7.3% | +18.9% | +13.9% |
| 3Y | +1,048.4% | +42.3% | +1,006.2% | +691.2% |
| All | +552.9% | +13.7% | +539.2% | +395.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling