+565.8%
PLTR vs BAX
-67.0%
+632.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.4% | -1.6% |
| 7D | -5.3% | -2.4% | -2.9% | -4.9% |
| 30D | -1.0% | -9.7% | +8.7% | +1.0% |
| 3M | +24.8% | +29.3% | -4.5% | +18.5% |
| 6M | +8.4% | +40.7% | -32.3% | +0.8% |
| YTD | -4.2% | +30.3% | -34.5% | -10.3% |
| 1Y | +9.1% | +3.4% | +5.7% | +7.2% |
| 3Y | +1,025.6% | -32.0% | +1,057.6% | +1,095.1% |
| 5Y | +565.8% | -66.9% | +632.6% | +778.9% |
| All | +565.8% | -67.0% | +632.8% | +778.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling