+565.8%
PLTR vs BEN
+42.4%
+523.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.1% |
| 7D | -5.3% | +4.7% | -10.0% | -8.6% |
| 30D | -1.0% | +2.6% | -3.6% | -3.0% |
| 3M | +24.8% | +11.5% | +13.3% | +14.8% |
| 6M | +8.4% | +35.3% | -27.0% | -15.2% |
| YTD | -4.2% | +48.6% | -52.8% | -31.0% |
| 1Y | +9.1% | +46.7% | -37.6% | -21.4% |
| 3Y | +1,025.6% | +57.0% | +968.6% | +626.5% |
| 5Y | +565.8% | +41.8% | +523.9% | +362.7% |
| All | +565.8% | +42.4% | +523.4% | +362.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling