+649.9%
PLTR vs B
+114.1%
+535.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +2.5% |
| 7D | +0.4% | -2.7% | +3.1% | +1.0% |
| 30D | -17.5% | -4.3% | -13.2% | -16.8% |
| 3M | -1.5% | -2.3% | +0.8% | -1.4% |
| 6M | +25.9% | -16.2% | +42.2% | +30.2% |
| YTD | -3.0% | -8.8% | +5.8% | -2.5% |
| 1Y | -9.7% | +11.4% | -21.1% | -13.5% |
| 3Y | +776.5% | +174.3% | +602.2% | +567.5% |
| 5Y | +649.9% | +116.2% | +533.7% | +535.2% |
| All | +649.9% | +114.1% | +535.8% | +535.2% |
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