+1,046.2%
PLTR vs BEN
+57.6%
+988.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.5% | -8.0% | -6.5% |
| 7D | -6.4% | +0.2% | -6.7% | -6.6% |
| 30D | +10.0% | -0.5% | +10.6% | +10.2% |
| 3M | +23.0% | +9.7% | +13.3% | +16.7% |
| 6M | +13.8% | +33.9% | -20.1% | -5.1% |
| YTD | -1.9% | +49.0% | -50.9% | -24.0% |
| 1Y | +11.6% | +42.1% | -30.5% | -11.3% |
| All | +1,046.2% | +57.6% | +988.6% | +720.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling