+950.4%
PLTR vs AZO
+10.2%
+940.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | -9.1% | -2.9% | -6.2% | -8.8% |
| 30D | -5.2% | -5.3% | +0.1% | -4.5% |
| 3M | +27.4% | -7.3% | +34.7% | +28.4% |
| 6M | +9.7% | -22.7% | +32.4% | +12.5% |
| YTD | -6.7% | -15.0% | +8.3% | -5.8% |
| 1Y | -0.5% | -32.2% | +31.7% | +4.8% |
| All | +950.4% | +10.2% | +940.2% | +761.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling