+597.7%
PLTR vs DD
+71.8%
+526.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.9% | -0.4% | +1.6% |
| 7D | -5.1% | +9.8% | -14.9% | -11.0% |
| 30D | -19.1% | +19.3% | -38.4% | -28.2% |
| 3M | -1.6% | +9.4% | -11.0% | -7.9% |
| 6M | +22.8% | +4.8% | +18.0% | +17.6% |
| YTD | -4.8% | +30.2% | -35.0% | -25.2% |
| 1Y | -4.9% | +32.2% | -37.1% | -26.2% |
| 3Y | +826.1% | +93.1% | +733.0% | +383.6% |
| 5Y | +597.7% | +68.0% | +529.7% | +304.5% |
| All | +597.7% | +71.8% | +526.0% | +304.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 DD 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