+552.9%
PLTR vs CAT
+322.3%
+230.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -5.4% |
| 7D | -6.4% | +1.7% | -8.1% | -7.3% |
| 30D | +10.0% | -6.6% | +16.6% | +13.6% |
| 3M | +23.0% | -13.3% | +36.3% | +29.0% |
| 6M | +13.8% | +11.6% | +2.2% | -0.5% |
| YTD | -1.9% | +42.9% | -44.9% | -28.0% |
| 1Y | +11.6% | +95.4% | -83.8% | -34.1% |
| 3Y | +1,048.4% | +196.6% | +851.8% | +401.4% |
| All | +552.9% | +322.3% | +230.6% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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