+1,735.1%
PLTR vs DIA
+115.0%
+1,620.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.6% |
| 7D | -6.4% | -0.2% | -6.2% | -6.0% |
| 30D | +10.0% | -1.5% | +11.6% | +13.1% |
| 3M | +23.0% | +3.8% | +19.3% | +16.2% |
| 6M | +13.8% | +10.3% | +3.5% | -3.5% |
| YTD | -1.9% | +12.1% | -14.0% | -19.3% |
| 1Y | +11.6% | +18.6% | -7.0% | -16.5% |
| 3Y | +1,048.4% | +60.6% | +987.8% | +440.8% |
| 5Y | +554.4% | +64.4% | +490.0% | +203.4% |
| All | +1,735.1% | +115.0% | +1,620.1% | +721.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling