+499.6%
PLTR vs BAX
-63.7%
+563.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.5% | +2.9% | +3.4% |
| 7D | -12.9% | +12.1% | -25.0% | -14.8% |
| 30D | -17.4% | +7.6% | -25.0% | -18.7% |
| 3M | +2.9% | -4.5% | +7.3% | +3.6% |
| 6M | +19.9% | +52.0% | -32.1% | +9.8% |
| YTD | -9.8% | +35.1% | -44.9% | -16.3% |
| 1Y | -8.4% | +43.7% | -52.1% | -16.5% |
| 3Y | +765.0% | -20.9% | +786.0% | +788.5% |
| All | +499.6% | -63.7% | +563.2% | +681.6% |
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