+1,706.1%
PLTR vs BEN
+137.4%
+1,568.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.2% |
| 7D | +10.7% | +11.3% | -0.6% | +4.0% |
| 30D | -17.8% | +15.0% | -32.8% | -24.1% |
| 3M | +0.3% | +7.8% | -7.5% | -4.2% |
| 6M | +26.2% | +15.5% | +10.7% | +15.4% |
| YTD | -3.5% | +55.4% | -58.9% | -27.1% |
| 1Y | -6.8% | +63.3% | -70.1% | -31.7% |
| 3Y | +772.3% | +83.4% | +688.9% | +470.0% |
| 5Y | +651.6% | +28.1% | +623.5% | +453.8% |
| All | +1,706.1% | +137.4% | +1,568.7% | +1,216.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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