+649.9%
PLTR vs ALLE
+54.3%
+595.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.6% |
| 7D | +0.4% | -0.8% | +1.2% | +1.1% |
| 30D | -17.5% | +27.4% | -44.9% | -29.0% |
| 3M | -1.5% | +13.8% | -15.3% | -9.3% |
| 6M | +25.9% | +45.5% | -19.6% | -1.4% |
| YTD | -3.0% | +21.4% | -24.4% | -16.5% |
| 1Y | -9.7% | +15.4% | -25.1% | -19.5% |
| 3Y | +776.5% | +91.7% | +684.8% | +380.8% |
| 5Y | +649.9% | +54.5% | +595.4% | +366.3% |
| All | +649.9% | +54.3% | +595.6% | +366.3% |
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