+565.8%
PLTR vs DG
-37.3%
+603.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | -2.0% |
| 7D | -5.3% | -2.5% | -2.9% | -5.1% |
| 30D | -1.0% | +1.0% | -2.0% | -1.1% |
| 3M | +24.8% | +20.3% | +4.5% | +22.7% |
| 6M | +8.4% | -11.7% | +20.1% | +8.7% |
| YTD | -4.2% | -2.3% | -1.9% | -4.5% |
| 1Y | +9.1% | +20.0% | -10.9% | +7.3% |
| 3Y | +1,025.6% | +7.2% | +1,018.3% | +1,011.2% |
| 5Y | +565.8% | -37.9% | +603.7% | +694.5% |
| All | +565.8% | -37.3% | +603.0% | +694.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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