+1,684.5%
PLTR vs DIS
-12.8%
+1,697.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | +0.1% |
| 7D | 0.0% | -3.5% | +3.6% | +2.5% |
| 30D | -3.3% | +1.0% | -4.2% | -4.3% |
| 3M | +28.4% | +5.7% | +22.7% | +22.6% |
| 6M | +8.4% | +3.3% | +5.1% | +4.3% |
| YTD | -4.6% | -7.7% | +3.1% | -1.6% |
| 1Y | +4.4% | -10.0% | +14.4% | +9.2% |
| 3Y | +1,020.5% | +31.7% | +988.8% | +779.8% |
| 5Y | +548.8% | -42.2% | +591.0% | +602.3% |
| All | +1,684.5% | -12.8% | +1,697.3% | +1,853.5% |
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