+1,677.1%
PLTR vs DIA
+110.5%
+1,566.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.3% |
| 7D | -3.8% | +0.9% | -4.7% | -5.1% |
| 30D | -19.2% | +1.1% | -20.4% | -20.6% |
| 3M | -3.7% | -2.9% | -0.8% | +1.3% |
| 6M | +22.5% | +5.9% | +16.6% | +12.0% |
| YTD | -5.0% | +9.8% | -14.8% | -19.0% |
| 1Y | -12.8% | +11.7% | -24.5% | -27.8% |
| 3Y | +758.3% | +59.5% | +698.7% | +306.9% |
| 5Y | +649.6% | +57.5% | +592.1% | +263.5% |
| All | +1,677.1% | +110.5% | +1,566.5% | +723.7% |
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