-10.0%
PLTR vs BNY
+45.2%
-55.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -2.8% |
| 7D | -12.8% | +2.8% | -15.5% | -13.5% |
| 30D | -9.3% | +6.7% | -16.0% | -11.1% |
| 3M | +5.6% | -2.2% | +7.7% | +5.8% |
| 6M | +17.6% | +16.8% | +0.8% | +6.1% |
| YTD | -3.4% | +33.9% | -37.3% | -23.8% |
| 1Y | -10.0% | +43.9% | -53.9% | -37.0% |
| All | -10.0% | +45.2% | -55.1% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling