+1,025.6%
PLTR vs BAX
-32.5%
+1,058.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.4% | -1.7% |
| 7D | -5.3% | -2.4% | -2.9% | -5.0% |
| 30D | -1.0% | -9.7% | +8.7% | +0.7% |
| 3M | +24.8% | +29.3% | -4.5% | +19.5% |
| 6M | +8.4% | +40.7% | -32.3% | +1.8% |
| YTD | -4.2% | +30.3% | -34.5% | -9.4% |
| 1Y | +9.1% | +3.4% | +5.7% | +8.2% |
| 3Y | +1,025.6% | -32.0% | +1,057.6% | +1,135.1% |
| All | +1,025.6% | -32.5% | +1,058.1% | +1,135.1% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling