+1,677.1%
PLTR vs BEN
+140.3%
+1,536.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.9% |
| 7D | -3.8% | +12.1% | -15.9% | -9.9% |
| 30D | -19.2% | +13.4% | -32.7% | -24.9% |
| 3M | -3.7% | +9.4% | -13.0% | -8.8% |
| 6M | +22.5% | +19.3% | +3.3% | +10.0% |
| YTD | -5.0% | +57.3% | -62.3% | -28.8% |
| 1Y | -12.8% | +69.1% | -81.9% | -37.4% |
| 3Y | +758.3% | +85.6% | +672.6% | +457.0% |
| 5Y | +649.6% | +32.9% | +616.7% | +447.6% |
| All | +1,677.1% | +140.3% | +1,536.8% | +1,186.6% |
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