+1,588.2%
PLTR vs D
+13.3%
+1,574.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.5% |
| 7D | -12.9% | +3.0% | -15.9% | -12.9% |
| 30D | -17.4% | +11.5% | -28.9% | -17.4% |
| 3M | +2.9% | +3.7% | -0.9% | +2.9% |
| 6M | +19.9% | +13.5% | +6.3% | +19.7% |
| YTD | -9.8% | +20.7% | -30.5% | -10.2% |
| 1Y | -8.4% | +18.2% | -26.6% | -8.8% |
| 3Y | +765.0% | +73.3% | +691.7% | +714.3% |
| 5Y | +516.8% | +12.3% | +504.6% | +504.5% |
| All | +1,588.2% | +13.3% | +1,574.9% | +1,503.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling