+552.9%
PLTR vs BA
-1.7%
+554.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -5.0% |
| 7D | -6.4% | +1.2% | -7.6% | -7.1% |
| 30D | +10.0% | -11.6% | +21.7% | +18.1% |
| 3M | +23.0% | -2.4% | +25.4% | +23.9% |
| 6M | +13.8% | -6.6% | +20.4% | +16.2% |
| YTD | -1.9% | -2.2% | +0.3% | -3.2% |
| 1Y | +11.6% | -8.0% | +19.7% | +13.7% |
| 3Y | +1,048.4% | -5.0% | +1,053.4% | +996.1% |
| All | +552.9% | -1.7% | +554.6% | +479.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling