+736.0%
PLTR vs DOCS
+50.6%
+685.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -4.3% | -5.4% | -8.6% |
| 7D | -21.1% | -1.3% | -19.8% | -20.8% |
| 30D | -19.3% | +19.4% | -38.7% | -22.9% |
| 3M | -2.2% | +53.4% | -55.6% | -13.2% |
| 6M | +14.0% | +28.8% | -14.7% | +4.5% |
| YTD | -12.8% | -25.1% | +12.3% | -10.1% |
| 1Y | -17.5% | -48.1% | +30.6% | -7.5% |
| All | +736.0% | +50.6% | +685.4% | +617.1% |
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