-10.0%
PLTR vs DOCS
-47.4%
+37.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.3% | -8.5% | -3.7% |
| 7D | -12.8% | +1.2% | -14.0% | -13.1% |
| 30D | -9.3% | +21.3% | -30.7% | -13.8% |
| 3M | +5.6% | +58.4% | -52.8% | -7.0% |
| 6M | +17.6% | +39.3% | -21.7% | +4.6% |
| YTD | -3.4% | -21.7% | +18.3% | -15.4% |
| 1Y | -10.0% | -47.3% | +37.3% | -20.8% |
| All | -10.0% | -47.4% | +37.5% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling