+617.6%
PLTR vs DE
+98.5%
+519.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.8% |
| 7D | +4.7% | +0.3% | +4.5% | +4.7% |
| 30D | -16.4% | +3.6% | -20.0% | -17.4% |
| 3M | -6.2% | +10.2% | -16.4% | -10.0% |
| 6M | +29.2% | +16.6% | +12.6% | +20.1% |
| YTD | -5.5% | +45.8% | -51.3% | -23.0% |
| 1Y | -2.4% | +43.9% | -46.3% | -20.3% |
| 3Y | +752.3% | +89.6% | +662.7% | +495.8% |
| All | +617.6% | +98.5% | +519.1% | +371.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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