+1,735.1%
PLTR vs B
+87.3%
+1,647.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -4.1% |
| 7D | -6.4% | -1.6% | -4.8% | -6.1% |
| 30D | +10.0% | +9.4% | +0.6% | +8.1% |
| 3M | +23.0% | +5.0% | +18.0% | +21.5% |
| 6M | +13.8% | -3.5% | +17.3% | +13.5% |
| YTD | -1.9% | +4.5% | -6.4% | -3.6% |
| 1Y | +11.6% | +67.8% | -56.1% | +1.7% |
| 3Y | +1,048.4% | +196.7% | +851.7% | +860.9% |
| 5Y | +554.4% | +151.9% | +402.5% | +444.4% |
| All | +1,735.1% | +87.3% | +1,647.8% | +1,297.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling