+499.6%
PLTR vs BIL
+19.4%
+480.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.4% | +3.3% |
| 7D | -12.9% | -0.3% | -12.6% | -11.6% |
| 30D | -17.4% | 0.0% | -17.4% | -17.1% |
| 3M | +2.9% | +0.3% | +2.5% | +0.5% |
| 6M | +19.9% | +1.2% | +18.6% | +9.3% |
| YTD | -9.8% | +2.5% | -12.2% | -24.6% |
| 1Y | -8.4% | +3.0% | -11.4% | -27.0% |
| 3Y | +765.0% | +13.2% | +751.9% | +162.5% |
| All | +499.6% | +19.4% | +480.1% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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