+1,735.1%
PLTR vs BTI
+143.1%
+1,592.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.4% |
| 7D | -6.4% | -1.4% | -5.0% | -6.3% |
| 30D | +10.0% | -6.6% | +16.6% | +10.7% |
| 3M | +23.0% | -3.0% | +26.0% | +22.9% |
| 6M | +13.8% | -6.7% | +20.5% | +14.0% |
| YTD | -1.9% | +0.6% | -2.5% | -3.0% |
| 1Y | +11.6% | +5.6% | +6.1% | +9.5% |
| 3Y | +1,048.4% | +110.3% | +938.1% | +898.0% |
| 5Y | +554.4% | +114.3% | +440.1% | +488.2% |
| All | +1,735.1% | +143.1% | +1,592.0% | +1,545.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling