+11.6%
PLTR vs BAX
+9.9%
+1.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.5% |
| 7D | -6.4% | -1.1% | -5.3% | -6.4% |
| 30D | +10.0% | -5.5% | +15.5% | +10.4% |
| 3M | +23.0% | +33.5% | -10.5% | +22.9% |
| 6M | +13.8% | +35.9% | -22.1% | +12.1% |
| YTD | -1.9% | +35.4% | -37.3% | -1.4% |
| 1Y | +11.6% | +9.8% | +1.9% | +11.8% |
| All | +11.6% | +9.9% | +1.7% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 1y: compounded portfolio wealth divided by compounded BAX 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…
1y analysis · Full analysis span regression · 6 months rolling