+548.8%
PLTR vs BTI
+113.9%
+434.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.2% |
| 7D | 0.0% | -2.4% | +2.5% | +0.4% |
| 30D | -3.3% | -4.8% | +1.5% | -2.6% |
| 3M | +28.4% | -8.1% | +36.5% | +29.4% |
| 6M | +8.4% | -4.2% | +12.6% | +7.9% |
| YTD | -4.6% | -1.3% | -3.3% | -6.0% |
| 1Y | +4.4% | +2.1% | +2.3% | +2.0% |
| 3Y | +1,020.5% | +108.9% | +911.6% | +788.3% |
| 5Y | +548.8% | +114.5% | +434.3% | +427.9% |
| All | +548.8% | +113.9% | +434.8% | +427.9% |
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