+1,668.3%
PLTR vs BN
+144.6%
+1,523.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.8% |
| 7D | +4.7% | -1.0% | +5.7% | +5.6% |
| 30D | -16.4% | +14.0% | -30.4% | -25.2% |
| 3M | -6.2% | -9.0% | +2.9% | +0.5% |
| 6M | +29.2% | -8.8% | +38.0% | +37.9% |
| YTD | -5.5% | -10.3% | +4.8% | +0.1% |
| 1Y | -2.4% | -5.8% | +3.4% | -0.8% |
| 3Y | +752.3% | +94.8% | +657.5% | +375.8% |
| 5Y | +635.8% | +31.5% | +604.4% | +426.2% |
| All | +1,668.3% | +144.6% | +1,523.7% | +1,036.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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