+11.6%
PLTR vs DOCS
-60.9%
+72.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.7% | -3.8% |
| 7D | -6.4% | -1.4% | -5.0% | -6.0% |
| 30D | +10.0% | +21.8% | -11.8% | +3.9% |
| 3M | +23.0% | +27.3% | -4.3% | +15.2% |
| 6M | +13.8% | -0.3% | +14.1% | +9.1% |
| YTD | -1.9% | -40.5% | +38.6% | -1.7% |
| 1Y | +11.6% | -61.5% | +73.2% | +25.7% |
| All | +11.6% | -60.9% | +72.5% | +25.7% |
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