+552.9%
PLTR vs DOC
-24.5%
+577.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.8% | -2.7% | -3.7% |
| 7D | -6.4% | -1.5% | -4.9% | -5.8% |
| 30D | +10.0% | -4.8% | +14.8% | +12.3% |
| 3M | +23.0% | +6.9% | +16.1% | +18.9% |
| 6M | +13.8% | +20.7% | -6.9% | +2.6% |
| YTD | -1.9% | +34.1% | -36.1% | -16.8% |
| 1Y | +11.6% | +22.6% | -11.0% | -1.2% |
| 3Y | +1,048.4% | +20.8% | +1,027.6% | +876.7% |
| All | +552.9% | -24.5% | +577.5% | +590.9% |
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