+1,645.9%
PLTR vs AMGN
+84.1%
+1,561.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | +0.1% | -2.0% |
| 7D | -9.1% | -13.9% | +4.7% | -8.0% |
| 30D | -5.2% | -7.1% | +2.0% | -4.6% |
| 3M | +27.4% | +13.9% | +13.5% | +26.4% |
| 6M | +9.7% | +3.2% | +6.5% | +9.8% |
| YTD | -6.7% | +19.2% | -25.9% | -8.2% |
| 1Y | -0.5% | +41.1% | -41.7% | -4.2% |
| 3Y | +996.2% | +61.3% | +934.9% | +929.9% |
| 5Y | +531.1% | +109.1% | +422.1% | +493.9% |
| All | +1,645.9% | +84.1% | +1,561.8% | +1,558.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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