+1,684.5%
PLTR vs BEN
+123.6%
+1,560.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | +0.4% |
| 7D | 0.0% | +3.4% | -3.3% | -2.0% |
| 30D | -3.3% | +1.8% | -5.0% | -4.4% |
| 3M | +28.4% | +8.4% | +20.0% | +22.3% |
| 6M | +8.4% | +35.6% | -27.3% | -10.5% |
| YTD | -4.6% | +46.4% | -51.0% | -25.3% |
| 1Y | +4.4% | +46.3% | -41.9% | -18.7% |
| 3Y | +1,020.5% | +54.6% | +965.9% | +715.1% |
| 5Y | +548.8% | +39.4% | +509.4% | +389.9% |
| All | +1,684.5% | +123.6% | +1,560.9% | +1,248.6% |
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