+548.8%
PLTR vs BDX
-1.9%
+550.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.7% |
| 7D | 0.0% | -3.6% | +3.6% | +0.9% |
| 30D | -3.3% | +0.7% | -3.9% | -3.4% |
| 3M | +28.4% | +19.0% | +9.4% | +22.7% |
| 6M | +8.4% | +10.8% | -2.4% | +5.4% |
| YTD | -4.6% | +20.1% | -24.8% | -9.6% |
| 1Y | +4.4% | +23.1% | -18.6% | -1.8% |
| 3Y | +1,020.5% | -8.8% | +1,029.3% | +1,031.4% |
| 5Y | +548.8% | -1.4% | +550.2% | +585.7% |
| All | +548.8% | -1.9% | +550.7% | +585.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling