+548.8%
PLTR vs DELL
+1,129.8%
-581.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | 0.0% | +8.7% | -8.7% | -2.7% |
| 30D | -3.3% | +16.9% | -20.2% | -9.3% |
| 3M | +28.4% | +40.4% | -12.1% | +11.5% |
| 6M | +8.4% | +267.1% | -258.7% | -36.2% |
| YTD | -4.6% | +329.1% | -333.7% | -48.2% |
| 1Y | +4.4% | +346.9% | -342.5% | -44.7% |
| 3Y | +1,020.5% | +696.6% | +323.9% | +313.0% |
| 5Y | +548.8% | +1,106.2% | -557.4% | +83.9% |
| All | +548.8% | +1,129.8% | -581.0% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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