+11.6%
PLTR vs BURL
-9.5%
+21.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -4.6% |
| 7D | -6.4% | -2.8% | -3.6% | -6.3% |
| 30D | +10.0% | -28.2% | +38.2% | +12.4% |
| 3M | +23.0% | -17.6% | +40.6% | +24.3% |
| 6M | +13.8% | -11.8% | +25.6% | +13.1% |
| YTD | -1.9% | -8.1% | +6.2% | -2.5% |
| 1Y | +11.6% | -12.0% | +23.6% | +6.6% |
| All | +11.6% | -9.5% | +21.2% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 1y: compounded portfolio wealth divided by compounded BURL 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…
1y analysis · Full analysis span regression · 6 months rolling