+765.0%
PLTR vs DIS
+41.5%
+723.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.7% |
| 7D | -12.9% | +5.2% | -18.1% | -15.5% |
| 30D | -17.4% | +11.5% | -28.8% | -22.5% |
| 3M | +2.9% | +11.5% | -8.7% | -4.2% |
| 6M | +19.9% | +8.9% | +11.0% | +13.0% |
| YTD | -9.8% | +3.4% | -13.2% | -12.8% |
| 1Y | -8.4% | +7.2% | -15.6% | -14.0% |
| 3Y | +765.0% | +43.3% | +721.7% | +643.7% |
| All | +765.0% | +41.5% | +723.5% | +643.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling