+1,714.7%
PLTR vs B
+63.5%
+1,651.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.4% |
| 7D | +0.4% | -2.7% | +3.1% | +0.9% |
| 30D | -17.5% | -4.3% | -13.2% | -16.9% |
| 3M | -1.5% | -2.3% | +0.8% | -1.4% |
| 6M | +25.9% | -16.2% | +42.2% | +29.1% |
| YTD | -3.0% | -8.8% | +5.8% | -2.4% |
| 1Y | -9.7% | +11.4% | -21.1% | -12.1% |
| 3Y | +776.5% | +174.3% | +602.2% | +646.6% |
| 5Y | +649.9% | +116.2% | +533.7% | +531.8% |
| All | +1,714.7% | +63.5% | +1,651.3% | +1,313.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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