+548.7%
PLTR vs DOC
-22.8%
+571.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.2% | -3.4% |
| 7D | -12.8% | +8.7% | -21.5% | -15.9% |
| 30D | -9.3% | +7.6% | -17.0% | -12.5% |
| 3M | +5.6% | -5.3% | +10.8% | +7.7% |
| 6M | +17.6% | +27.6% | -10.0% | +2.2% |
| YTD | -3.4% | +32.4% | -35.8% | -18.2% |
| 1Y | -10.0% | +22.9% | -32.8% | -20.7% |
| 3Y | +808.9% | +43.1% | +765.9% | +586.6% |
| 5Y | +548.7% | -21.4% | +570.0% | +639.4% |
| All | +548.7% | -22.8% | +571.5% | +639.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling