+1,714.7%
PLTR vs DOW
-5.2%
+1,720.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.4% | -1.2% | +1.1% |
| 7D | +0.4% | -0.5% | +0.9% | +0.6% |
| 30D | -17.5% | +15.7% | -33.2% | -21.2% |
| 3M | -1.5% | +5.3% | -6.8% | -3.5% |
| 6M | +25.9% | -14.2% | +40.2% | +31.0% |
| YTD | -3.0% | +43.9% | -46.9% | -18.1% |
| 1Y | -9.7% | +53.1% | -62.8% | -25.9% |
| 3Y | +776.5% | -21.8% | +798.3% | +812.4% |
| 5Y | +649.9% | -28.3% | +678.2% | +718.2% |
| All | +1,714.7% | -5.2% | +1,720.0% | +1,791.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling