+499.6%
PLTR vs D
+12.5%
+487.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.5% |
| 7D | -12.9% | +3.0% | -15.9% | -13.0% |
| 30D | -17.4% | +11.5% | -28.9% | -17.7% |
| 3M | +2.9% | +3.7% | -0.9% | +2.8% |
| 6M | +19.9% | +13.5% | +6.3% | +19.2% |
| YTD | -9.8% | +20.7% | -30.5% | -10.9% |
| 1Y | -8.4% | +18.2% | -26.6% | -9.4% |
| 3Y | +765.0% | +73.3% | +691.7% | +682.0% |
| All | +499.6% | +12.5% | +487.1% | +501.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling