+565.8%
PLTR vs BE
+1,189.4%
-623.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +9.6% | -11.9% | -4.8% |
| 7D | -5.3% | +29.8% | -35.1% | -11.8% |
| 30D | -1.0% | +26.4% | -27.4% | -7.8% |
| 3M | +24.8% | +9.3% | +15.5% | +14.9% |
| 6M | +8.4% | +105.1% | -96.7% | -22.1% |
| YTD | -4.2% | +219.0% | -223.2% | -42.2% |
| 1Y | +9.1% | +418.8% | -409.7% | -48.1% |
| 3Y | +1,025.6% | +1,784.6% | -759.0% | +170.3% |
| 5Y | +565.8% | +1,251.0% | -685.2% | +67.4% |
| All | +565.8% | +1,189.4% | -623.6% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 BE 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