+552.9%
PLTR vs BAC
+71.7%
+481.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.4% |
| 7D | -6.4% | +1.1% | -7.5% | -7.2% |
| 30D | +10.0% | -0.4% | +10.4% | +10.0% |
| 3M | +23.0% | +16.9% | +6.1% | +8.2% |
| 6M | +13.8% | +26.6% | -12.8% | -6.9% |
| YTD | -1.9% | +15.8% | -17.7% | -14.3% |
| 1Y | +11.6% | +27.2% | -15.5% | -10.0% |
| 3Y | +1,048.4% | +132.4% | +916.0% | +462.7% |
| All | +552.9% | +71.7% | +481.2% | +296.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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