+1,645.9%
PLTR vs BTI
+140.9%
+1,505.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.1% | -2.3% |
| 7D | -9.1% | -2.0% | -7.1% | -9.0% |
| 30D | -5.2% | -3.4% | -1.8% | -4.9% |
| 3M | +27.4% | -9.0% | +36.4% | +28.2% |
| 6M | +9.7% | -5.0% | +14.8% | +9.6% |
| YTD | -6.7% | -0.3% | -6.4% | -7.6% |
| 1Y | -0.5% | +3.1% | -3.6% | -2.1% |
| 3Y | +996.2% | +111.0% | +885.3% | +853.3% |
| 5Y | +531.1% | +117.0% | +414.1% | +470.6% |
| All | +1,645.9% | +140.9% | +1,505.0% | +1,466.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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