+1,684.5%
PLTR vs BNY
+466.4%
+1,218.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.2% | -0.3% |
| 7D | 0.0% | +0.3% | -0.2% | -0.1% |
| 30D | -3.3% | +1.9% | -5.2% | -4.7% |
| 3M | +28.4% | +13.9% | +14.5% | +16.5% |
| 6M | +8.4% | +42.3% | -33.9% | -16.1% |
| YTD | -4.6% | +41.8% | -46.5% | -26.2% |
| 1Y | +4.4% | +57.9% | -53.5% | -25.1% |
| 3Y | +1,020.5% | +290.7% | +729.8% | +359.0% |
| 5Y | +548.8% | +252.3% | +296.5% | +178.0% |
| All | +1,684.5% | +466.4% | +1,218.1% | +639.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling