+617.6%
PLTR vs B
+107.0%
+510.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | +4.7% | -7.3% | +12.1% | +6.7% |
| 30D | -16.4% | -3.3% | -13.1% | -15.9% |
| 3M | -6.2% | -7.8% | +1.6% | -4.8% |
| 6M | +29.2% | -15.5% | +44.7% | +33.3% |
| YTD | -5.5% | -12.3% | +6.8% | -4.1% |
| 1Y | -2.4% | +5.4% | -7.8% | -5.2% |
| 3Y | +752.3% | +165.5% | +586.8% | +554.5% |
| All | +617.6% | +107.0% | +510.6% | +510.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling