+499.6%
PLTR vs BUD
+48.8%
+450.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +4.9% | +3.9% |
| 7D | -12.9% | +4.5% | -17.3% | -14.2% |
| 30D | -17.4% | +12.5% | -29.9% | -20.8% |
| 3M | +2.9% | 0.0% | +2.9% | +2.4% |
| 6M | +19.9% | +3.8% | +16.1% | +17.1% |
| YTD | -9.8% | +33.1% | -42.8% | -22.2% |
| 1Y | -8.4% | +35.5% | -43.9% | -21.9% |
| 3Y | +765.0% | +49.4% | +715.7% | +582.2% |
| All | +499.6% | +48.8% | +450.7% | +343.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling