+4.4%
PLTR vs BAX
+1.4%
+3.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.3% |
| 7D | 0.0% | -5.1% | +5.1% | +0.4% |
| 30D | -3.3% | -12.2% | +8.9% | -2.5% |
| 3M | +28.4% | +21.8% | +6.5% | +28.7% |
| 6M | +8.4% | +36.3% | -27.9% | +7.4% |
| YTD | -4.6% | +27.8% | -32.4% | -3.8% |
| 1Y | +4.4% | -0.1% | +4.5% | +3.4% |
| All | +4.4% | +1.4% | +3.0% | +3.4% |
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