+1,681.1%
PLTR vs BA
+4.8%
+1,676.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.8% |
| 7D | -5.1% | -1.7% | -3.4% | -4.1% |
| 30D | -19.1% | -9.5% | -9.6% | -15.0% |
| 3M | -1.6% | -26.5% | +24.8% | +15.5% |
| 6M | +22.8% | -27.4% | +50.2% | +44.0% |
| YTD | -4.8% | -20.6% | +15.8% | +4.7% |
| 1Y | -4.9% | -11.4% | +6.5% | -2.3% |
| 3Y | +826.1% | -10.8% | +836.9% | +800.2% |
| 5Y | +597.7% | -21.9% | +619.7% | +605.3% |
| All | +1,681.1% | +4.8% | +1,676.3% | +1,558.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling