+552.9%
PLTR vs B
+153.8%
+399.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -4.0% |
| 7D | -6.4% | -1.6% | -4.8% | -6.0% |
| 30D | +10.0% | +9.4% | +0.6% | +7.6% |
| 3M | +23.0% | +5.0% | +18.0% | +21.1% |
| 6M | +13.8% | -3.5% | +17.3% | +13.5% |
| YTD | -1.9% | +4.5% | -6.4% | -4.1% |
| 1Y | +11.6% | +67.8% | -56.1% | -1.7% |
| 3Y | +1,048.4% | +196.7% | +851.7% | +791.1% |
| All | +552.9% | +153.8% | +399.1% | +382.0% |
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 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