+11.6%
PLTR vs CART
+14.4%
-2.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.2% |
| 7D | -6.4% | +1.0% | -7.5% | -6.7% |
| 30D | +10.0% | +12.6% | -2.6% | +6.7% |
| 3M | +23.0% | +23.1% | -0.1% | +16.5% |
| 6M | +13.8% | +39.5% | -25.7% | +4.6% |
| YTD | -1.9% | +13.5% | -15.5% | -6.3% |
| 1Y | +11.6% | +14.9% | -3.2% | +2.1% |
| All | +11.6% | +14.4% | -2.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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