+565.8%
PLTR vs BMY
+22.9%
+542.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -2.3% |
| 7D | -5.3% | -3.3% | -2.0% | -5.3% |
| 30D | -1.0% | 0.0% | -0.9% | -1.0% |
| 3M | +24.8% | +17.7% | +7.1% | +25.2% |
| 6M | +8.4% | +9.6% | -1.3% | +8.7% |
| YTD | -4.2% | +24.0% | -28.2% | -4.0% |
| 1Y | +9.1% | +45.1% | -36.0% | +9.4% |
| 3Y | +1,025.6% | +22.5% | +1,003.1% | +1,026.8% |
| 5Y | +565.8% | +22.3% | +543.5% | +595.0% |
| All | +565.8% | +22.9% | +542.9% | +595.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling