+651.6%
PLTR vs BTI
+151.5%
+500.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +10.7% | -3.2% | +13.9% | +11.1% |
| 30D | -17.8% | +9.7% | -27.5% | -19.0% |
| 3M | +0.3% | +11.1% | -10.7% | -1.4% |
| 6M | +26.2% | -1.2% | +27.4% | +25.9% |
| YTD | -3.5% | +12.7% | -16.1% | -6.9% |
| 1Y | -6.8% | +15.8% | -22.6% | -10.8% |
| 3Y | +772.3% | +148.9% | +623.4% | +562.8% |
| 5Y | +651.6% | +151.9% | +499.6% | +457.2% |
| All | +651.6% | +151.5% | +500.1% | +457.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling