+1,684.5%
PLTR vs DIA
+110.9%
+1,573.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | +0.8% |
| 7D | 0.0% | -1.2% | +1.3% | +2.3% |
| 30D | -3.3% | -2.7% | -0.6% | +1.4% |
| 3M | +28.4% | +3.3% | +25.1% | +22.2% |
| 6M | +8.4% | +10.4% | -2.1% | -8.3% |
| YTD | -4.6% | +10.0% | -14.6% | -19.0% |
| 1Y | +4.4% | +16.2% | -11.8% | -19.1% |
| 3Y | +1,020.5% | +58.7% | +961.7% | +439.1% |
| 5Y | +548.8% | +63.6% | +485.2% | +210.8% |
| All | +1,684.5% | +110.9% | +1,573.6% | +724.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling