+765.0%
PLTR vs B
+165.5%
+599.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +2.9% | +3.3% |
| 7D | -12.9% | +9.6% | -22.5% | -15.0% |
| 30D | -17.4% | +3.5% | -20.9% | -18.2% |
| 3M | +2.9% | -1.6% | +4.4% | +2.7% |
| 6M | +19.9% | -1.7% | +21.5% | +19.2% |
| YTD | -9.8% | -5.3% | -4.4% | -10.0% |
| 1Y | -8.4% | +27.2% | -35.6% | -14.4% |
| 3Y | +765.0% | +166.1% | +598.9% | +592.5% |
| All | +765.0% | +165.5% | +599.6% | +592.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling