+1,677.1%
PLTR vs BMY
+33.5%
+1,643.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.2% |
| 7D | -3.8% | +1.8% | -5.5% | -3.6% |
| 30D | -19.2% | +6.2% | -25.5% | -18.8% |
| 3M | -3.7% | -2.1% | -1.5% | -3.6% |
| 6M | +22.5% | +14.3% | +8.3% | +24.1% |
| YTD | -5.0% | +21.6% | -26.6% | -3.4% |
| 1Y | -12.8% | +38.8% | -51.6% | -10.5% |
| 3Y | +758.3% | +42.9% | +715.3% | +777.4% |
| 5Y | +649.6% | +30.1% | +619.6% | +703.7% |
| All | +1,677.1% | +33.5% | +1,643.6% | +1,833.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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