+1,531.5%
PLTR vs DOC
+2.6%
+1,528.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -0.2% | -9.5% | -9.6% |
| 7D | -21.1% | +6.2% | -27.3% | -22.9% |
| 30D | -19.3% | +6.5% | -25.8% | -21.4% |
| 3M | -2.2% | -6.2% | +4.1% | -0.1% |
| 6M | +14.0% | +25.6% | -11.6% | +2.1% |
| YTD | -12.8% | +32.1% | -44.9% | -24.0% |
| 1Y | -17.5% | +20.3% | -37.8% | -25.1% |
| 3Y | +720.5% | +42.7% | +677.7% | +562.7% |
| 5Y | +496.1% | -22.2% | +518.3% | +498.4% |
| All | +1,531.5% | +2.6% | +1,528.9% | +1,559.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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