+765.0%
PLTR vs BAX
-19.9%
+785.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +2.9% | +3.4% |
| 7D | -12.9% | +12.1% | -25.0% | -14.4% |
| 30D | -17.4% | +7.6% | -25.0% | -18.3% |
| 3M | +2.9% | -4.5% | +7.3% | +3.5% |
| 6M | +19.9% | +52.0% | -32.1% | +12.2% |
| YTD | -9.8% | +35.1% | -44.9% | -14.7% |
| 1Y | -8.4% | +43.7% | -52.1% | -14.7% |
| 3Y | +765.0% | -20.9% | +786.0% | +804.2% |
| All | +765.0% | -19.9% | +785.0% | +804.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling