+548.8%
PLTR vs BR
+7.6%
+541.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | 0.0% | -5.0% | +5.1% | +5.0% |
| 30D | -3.3% | -2.5% | -0.8% | -0.9% |
| 3M | +28.4% | +13.5% | +14.9% | +14.9% |
| 6M | +8.4% | -9.4% | +17.8% | +18.4% |
| YTD | -4.6% | -23.3% | +18.7% | +20.2% |
| 1Y | +4.4% | -31.6% | +36.0% | +46.6% |
| 3Y | +1,020.5% | -5.1% | +1,025.6% | +1,026.0% |
| 5Y | +548.8% | +8.2% | +540.6% | +383.3% |
| All | +548.8% | +7.6% | +541.2% | +383.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling