+552.9%
PLTR vs BN
+37.9%
+515.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.2% |
| 7D | -6.4% | -2.5% | -4.0% | -4.1% |
| 30D | +10.0% | -9.5% | +19.5% | +20.6% |
| 3M | +23.0% | -10.4% | +33.4% | +36.3% |
| 6M | +13.8% | -6.4% | +20.2% | +19.5% |
| YTD | -1.9% | -11.9% | +9.9% | +7.1% |
| 1Y | +11.6% | -8.6% | +20.3% | +16.8% |
| 3Y | +1,048.4% | +77.6% | +970.9% | +505.3% |
| All | +552.9% | +37.9% | +515.0% | +353.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling