+4.4%
PLTR vs BROS
-30.1%
+34.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.6% | -0.1% |
| 7D | 0.0% | -6.6% | +6.6% | +1.1% |
| 30D | -3.3% | -12.3% | +9.1% | -1.3% |
| 3M | +28.4% | -22.2% | +50.6% | +32.3% |
| 6M | +8.4% | -14.3% | +22.7% | +8.0% |
| YTD | -4.6% | -26.6% | +21.9% | -2.1% |
| 1Y | +4.4% | -31.5% | +35.9% | +14.9% |
| All | +4.4% | -30.1% | +34.5% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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