+649.6%
PLTR vs AMGN
+154.9%
+494.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.8% | +0.9% | -4.6% | -3.8% |
| 30D | -19.2% | +12.1% | -31.4% | -20.4% |
| 3M | -3.7% | +12.2% | -15.8% | -5.1% |
| 6M | +22.5% | +42.1% | -19.6% | +17.3% |
| YTD | -5.0% | +45.0% | -50.1% | -9.9% |
| 1Y | -12.8% | +47.7% | -60.5% | -17.6% |
| 3Y | +758.3% | +90.4% | +667.9% | +647.3% |
| 5Y | +649.6% | +154.9% | +494.7% | +486.8% |
| All | +649.6% | +154.9% | +494.8% | +486.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling