+4.4%
PLTR vs DOW
+29.4%
-25.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | 0.0% | -6.0% | +6.1% | +0.2% |
| 30D | -3.3% | -2.7% | -0.5% | -3.2% |
| 3M | +28.4% | -10.5% | +38.8% | +29.0% |
| 6M | +8.4% | -12.4% | +20.8% | +8.7% |
| YTD | -4.6% | +30.0% | -34.6% | -7.7% |
| 1Y | +4.4% | +27.8% | -23.4% | -2.8% |
| All | +4.4% | +29.4% | -25.0% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling