+752.3%
PLTR vs BUD
+49.6%
+702.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.1% |
| 7D | +4.7% | +1.0% | +3.7% | +4.7% |
| 30D | -16.4% | +6.7% | -23.1% | -16.8% |
| 3M | -6.2% | +5.7% | -11.9% | -6.6% |
| 6M | +29.2% | +5.8% | +23.4% | +28.1% |
| YTD | -5.5% | +34.4% | -39.9% | -12.9% |
| 1Y | -2.4% | +33.3% | -35.7% | -9.9% |
| 3Y | +752.3% | +48.8% | +703.5% | +573.2% |
| All | +752.3% | +49.6% | +702.7% | +573.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling