+531.1%
PLTR vs BTG
+75.0%
+456.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.5% |
| 7D | -9.1% | -5.5% | -3.7% | -7.9% |
| 30D | -5.2% | +6.1% | -11.3% | -6.7% |
| 3M | +27.4% | +38.6% | -11.3% | +17.3% |
| 6M | +9.7% | +0.7% | +9.1% | +7.5% |
| YTD | -6.7% | +20.3% | -27.0% | -13.1% |
| 1Y | -0.5% | +25.0% | -25.6% | -9.3% |
| 3Y | +996.2% | +97.3% | +898.9% | +758.9% |
| 5Y | +531.1% | +78.3% | +452.8% | +432.9% |
| All | +531.1% | +75.0% | +456.1% | +432.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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