+557.1%
PLTR vs DOCS
-36.0%
+593.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.7% | -3.5% |
| 7D | -6.4% | -1.4% | -5.0% | -5.9% |
| 30D | +10.0% | +21.8% | -11.8% | +1.6% |
| 3M | +23.0% | +27.3% | -4.3% | +12.0% |
| 6M | +13.8% | -0.3% | +14.1% | +10.7% |
| YTD | -1.9% | -40.5% | +38.6% | +12.7% |
| 1Y | +11.6% | -61.5% | +73.2% | +47.8% |
| 3Y | +1,048.4% | +8.2% | +1,040.2% | +830.1% |
| 5Y | +554.4% | -73.4% | +627.8% | +606.4% |
| All | +557.1% | -36.0% | +593.1% | +577.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling