+1,660.3%
PLTR vs BDX
+13.1%
+1,647.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -4.1% | -3.2% | -0.9% | -3.7% |
| 30D | -2.2% | -2.5% | +0.3% | -1.9% |
| 3M | +27.6% | +21.4% | +6.2% | +24.3% |
| 6M | +10.3% | +10.4% | -0.1% | +8.7% |
| YTD | -5.9% | +18.8% | -24.8% | -8.3% |
| 1Y | +1.7% | +21.7% | -19.9% | -1.3% |
| 3Y | +959.1% | -10.0% | +969.0% | +945.3% |
| 5Y | +536.3% | -1.8% | +538.1% | +519.8% |
| All | +1,660.3% | +13.1% | +1,647.2% | +1,816.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 10y: compounded portfolio wealth divided by compounded BDX 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…
10y analysis · Full analysis span regression · 6 months rolling