+1,681.1%
PLTR vs DIS
-0.3%
+1,681.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.0% | +3.5% | +4.2% |
| 7D | -5.1% | +5.3% | -10.4% | -8.3% |
| 30D | -19.1% | +10.2% | -29.3% | -24.3% |
| 3M | -1.6% | +13.5% | -15.2% | -10.4% |
| 6M | +22.8% | +11.1% | +11.7% | +13.0% |
| YTD | -4.8% | +5.5% | -10.3% | -10.5% |
| 1Y | -4.9% | +9.1% | -14.0% | -13.0% |
| 3Y | +826.1% | +36.0% | +790.1% | +611.8% |
| 5Y | +597.7% | -29.8% | +627.6% | +589.1% |
| All | +1,681.1% | -0.3% | +1,681.4% | +1,675.9% |
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