+1,681.1%
PLTR vs BUD
+69.3%
+1,611.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +5.2% |
| 7D | -5.1% | +1.3% | -6.5% | -5.5% |
| 30D | -19.1% | +10.0% | -29.1% | -21.3% |
| 3M | -1.6% | +1.6% | -3.2% | -2.3% |
| 6M | +22.8% | +6.5% | +16.3% | +19.7% |
| YTD | -4.8% | +34.8% | -39.7% | -15.5% |
| 1Y | -4.9% | +36.5% | -41.4% | -16.1% |
| 3Y | +826.1% | +49.0% | +777.2% | +678.7% |
| 5Y | +597.7% | +51.7% | +546.0% | +467.9% |
| All | +1,681.1% | +69.3% | +1,611.8% | +1,248.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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