+649.9%
PLTR vs DIS
-24.2%
+674.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.8% | +1.8% |
| 7D | +0.4% | +0.6% | -0.2% | +0.1% |
| 30D | -17.5% | +10.3% | -27.8% | -24.1% |
| 3M | -1.5% | +15.6% | -17.0% | -13.5% |
| 6M | +25.9% | +15.1% | +10.8% | +10.1% |
| YTD | -3.0% | +6.0% | -9.0% | -10.8% |
| 1Y | -9.7% | +5.7% | -15.4% | -17.0% |
| 3Y | +776.5% | +39.8% | +736.7% | +487.1% |
| 5Y | +649.9% | -23.9% | +673.8% | +912.5% |
| All | +649.9% | -24.2% | +674.1% | +912.5% |
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 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