+923.0%
PLTR vs CART
+37.6%
+885.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -2.4% | -7.3% | -9.0% |
| 7D | -21.1% | +1.2% | -22.3% | -21.4% |
| 30D | -19.3% | +27.1% | -46.4% | -25.6% |
| 3M | -2.2% | +27.4% | -29.6% | -10.1% |
| 6M | +14.0% | +32.1% | -18.1% | +2.7% |
| YTD | -12.8% | +28.5% | -41.3% | -21.2% |
| 1Y | -17.5% | +58.8% | -76.3% | -31.1% |
| 3Y | +720.5% | +114.8% | +605.7% | +481.8% |
| All | +923.0% | +37.6% | +885.4% | +631.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling