+765.0%
PLTR vs DOCS
+47.6%
+717.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.0% | +5.5% | +4.0% |
| 7D | -12.9% | -0.8% | -12.1% | -12.7% |
| 30D | -17.4% | +17.4% | -34.8% | -20.8% |
| 3M | +2.9% | +57.4% | -54.5% | -9.3% |
| 6M | +19.9% | +26.5% | -6.7% | +10.3% |
| YTD | -9.8% | -26.6% | +16.8% | -6.5% |
| 1Y | -8.4% | -48.1% | +39.7% | +2.6% |
| 3Y | +765.0% | +52.6% | +712.4% | +645.8% |
| All | +765.0% | +47.6% | +717.5% | +645.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling