+1,684.5%
PLTR vs DOW
-14.4%
+1,698.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | 0.0% | -6.0% | +6.1% | +1.9% |
| 30D | -3.3% | -2.7% | -0.5% | -2.7% |
| 3M | +28.4% | -10.5% | +38.8% | +31.9% |
| 6M | +8.4% | -12.4% | +20.8% | +10.5% |
| YTD | -4.6% | +30.0% | -34.6% | -16.8% |
| 1Y | +4.4% | +27.8% | -23.4% | -9.3% |
| 3Y | +1,020.5% | -34.9% | +1,055.4% | +1,149.8% |
| 5Y | +548.8% | -35.9% | +584.7% | +631.3% |
| All | +1,684.5% | -14.4% | +1,698.9% | +1,823.9% |
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