+1,692.6%
PLTR vs BUD
+58.6%
+1,634.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.1% |
| 7D | -5.3% | +0.8% | -6.1% | -5.5% |
| 30D | -1.0% | -4.8% | +3.8% | +0.3% |
| 3M | +24.8% | +1.4% | +23.4% | +23.8% |
| 6M | +8.4% | +9.9% | -1.5% | +4.0% |
| YTD | -4.2% | +26.3% | -30.5% | -13.2% |
| 1Y | +9.1% | +36.1% | -27.1% | -4.2% |
| 3Y | +1,025.6% | +48.6% | +977.0% | +843.8% |
| 5Y | +565.8% | +45.0% | +520.7% | +451.5% |
| All | +1,692.6% | +58.6% | +1,634.0% | +1,285.3% |
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