+552.9%
PLTR vs BUD
+46.3%
+506.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.5% |
| 7D | -6.4% | +0.3% | -6.7% | -6.5% |
| 30D | +10.0% | -5.7% | +15.7% | +12.1% |
| 3M | +23.0% | +3.1% | +19.9% | +21.1% |
| 6M | +13.8% | +7.9% | +5.9% | +9.0% |
| YTD | -1.9% | +27.3% | -29.3% | -13.6% |
| 1Y | +11.6% | +37.8% | -26.2% | -5.7% |
| 3Y | +1,048.4% | +49.8% | +998.6% | +806.9% |
| All | +552.9% | +46.3% | +506.6% | +408.6% |
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