+973.7%
PLTR vs BX
+25.6%
+948.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.7% | +3.2% | +1.9% |
| 7D | 0.0% | -5.7% | +5.7% | +3.8% |
| 30D | -3.3% | -8.9% | +5.6% | +2.5% |
| 3M | +28.4% | +8.4% | +20.0% | +22.0% |
| 6M | +8.4% | +18.9% | -10.6% | -4.0% |
| YTD | -4.6% | -13.6% | +9.0% | +3.4% |
| 1Y | +4.4% | -22.4% | +26.9% | +21.4% |
| All | +973.7% | +25.6% | +948.0% | +745.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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