+1,684.5%
PLTR vs AZO
+152.3%
+1,532.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | -0.3% |
| 7D | 0.0% | -0.8% | +0.8% | +0.2% |
| 30D | -3.3% | -5.1% | +1.9% | -2.6% |
| 3M | +28.4% | -7.2% | +35.6% | +29.4% |
| 6M | +8.4% | -20.7% | +29.1% | +11.0% |
| YTD | -4.6% | -14.2% | +9.5% | -3.5% |
| 1Y | +4.4% | -32.2% | +36.6% | +9.1% |
| 3Y | +1,020.5% | +11.1% | +1,009.4% | +961.7% |
| 5Y | +548.8% | +87.6% | +461.2% | +625.9% |
| All | +1,684.5% | +152.3% | +1,532.2% | +2,483.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling