+758.3%
PLTR vs B
+179.8%
+578.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +1.3% |
| 7D | -3.8% | +7.1% | -10.9% | -5.6% |
| 30D | -19.2% | -3.3% | -15.9% | -18.7% |
| 3M | -3.7% | -2.5% | -1.1% | -3.6% |
| 6M | +22.5% | -7.2% | +29.7% | +23.5% |
| YTD | -5.0% | -7.4% | +2.3% | -4.8% |
| 1Y | -12.8% | +16.4% | -29.2% | -17.1% |
| 3Y | +758.3% | +178.7% | +579.6% | +579.0% |
| All | +758.3% | +179.8% | +578.4% | +579.0% |
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