+552.9%
PLTR vs DIS
-40.0%
+592.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -3.1% |
| 7D | -6.4% | -2.6% | -3.8% | -4.5% |
| 30D | +10.0% | +3.5% | +6.5% | +6.2% |
| 3M | +23.0% | +6.8% | +16.2% | +15.0% |
| 6M | +13.8% | +3.0% | +10.8% | +8.6% |
| YTD | -1.9% | -6.7% | +4.8% | +0.8% |
| 1Y | +11.6% | -10.1% | +21.7% | +17.8% |
| 3Y | +1,048.4% | +33.0% | +1,015.4% | +699.4% |
| All | +552.9% | -40.0% | +592.9% | +853.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling