+552.9%
PLTR vs D
+4.5%
+548.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -4.4% |
| 7D | -6.4% | +0.4% | -6.9% | -6.4% |
| 30D | +10.0% | -3.6% | +13.6% | +10.2% |
| 3M | +23.0% | -1.0% | +24.0% | +23.1% |
| 6M | +13.8% | +6.3% | +7.5% | +13.4% |
| YTD | -1.9% | +14.7% | -16.6% | -2.9% |
| 1Y | +11.6% | +16.9% | -5.3% | +10.2% |
| 3Y | +1,048.4% | +56.8% | +991.6% | +953.0% |
| All | +552.9% | +4.5% | +548.4% | +519.1% |
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 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