+1,660.3%
PLTR vs BR
+41.3%
+1,619.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | -4.1% | -3.0% | -1.1% | -1.8% |
| 30D | -2.2% | -0.3% | -1.9% | -1.9% |
| 3M | +27.6% | +17.3% | +10.3% | +13.9% |
| 6M | +10.3% | -6.7% | +17.0% | +16.0% |
| YTD | -5.9% | -23.4% | +17.5% | +13.5% |
| 1Y | +1.7% | -32.7% | +34.4% | +35.5% |
| 3Y | +959.1% | -5.9% | +965.0% | +999.5% |
| 5Y | +536.3% | +8.4% | +527.9% | +437.7% |
| All | +1,660.3% | +41.3% | +1,619.0% | +1,589.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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