+1,706.1%
PLTR vs DIS
-1.1%
+1,707.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.3% |
| 7D | +10.7% | +0.9% | +9.8% | +10.1% |
| 30D | -17.8% | +8.9% | -26.7% | -22.5% |
| 3M | +0.3% | +14.5% | -14.2% | -9.1% |
| 6M | +26.2% | +12.2% | +13.9% | +15.3% |
| YTD | -3.5% | +4.7% | -8.2% | -8.8% |
| 1Y | -6.8% | +2.8% | -9.7% | -11.0% |
| 3Y | +772.3% | +38.1% | +734.1% | +563.8% |
| 5Y | +651.6% | -23.6% | +675.2% | +643.9% |
| All | +1,706.1% | -1.1% | +1,707.2% | +1,709.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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