+1,735.1%
PLTR vs BUD
+59.8%
+1,675.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.7% |
| 3M | +23.0% | +3.1% | +19.9% | +21.5% |
| 6M | +13.8% | +7.9% | +5.9% | +9.9% |
| YTD | -1.9% | +27.3% | -29.3% | -11.3% |
| 1Y | +11.6% | +37.8% | -26.2% | -2.4% |
| 3Y | +1,048.4% | +49.8% | +998.6% | +860.6% |
| 5Y | +554.4% | +43.8% | +510.6% | +441.4% |
| All | +1,735.1% | +59.8% | +1,675.2% | +1,315.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling