+1,735.1%
PLTR vs CAT
+512.2%
+1,222.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -5.2% |
| 7D | -6.4% | +1.7% | -8.1% | -7.1% |
| 30D | +10.0% | -6.6% | +16.6% | +12.9% |
| 3M | +23.0% | -13.3% | +36.3% | +28.0% |
| 6M | +13.8% | +11.6% | +2.2% | +2.5% |
| YTD | -1.9% | +42.9% | -44.9% | -22.9% |
| 1Y | +11.6% | +95.4% | -83.8% | -25.7% |
| 3Y | +1,048.4% | +196.6% | +851.8% | +519.3% |
| 5Y | +554.4% | +321.7% | +232.7% | +212.7% |
| All | +1,735.1% | +512.2% | +1,222.8% | +966.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling