+1,706.1%
PLTR vs BUD
+66.8%
+1,639.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +10.7% | -1.6% | +12.3% | +11.1% |
| 30D | -17.8% | +6.7% | -24.4% | -19.4% |
| 3M | +0.3% | +5.9% | -5.6% | -1.5% |
| 6M | +26.2% | +5.1% | +21.1% | +23.3% |
| YTD | -3.5% | +32.9% | -36.3% | -14.0% |
| 1Y | -6.8% | +31.8% | -38.7% | -16.9% |
| 3Y | +772.3% | +47.4% | +724.9% | +634.8% |
| 5Y | +651.6% | +50.8% | +600.7% | +513.2% |
| All | +1,706.1% | +66.8% | +1,639.3% | +1,272.1% |
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