+826.1%
PLTR vs DOW
-24.5%
+850.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.8% |
| 7D | -5.1% | -9.4% | +4.3% | -3.1% |
| 30D | -19.1% | +8.9% | -28.0% | -20.7% |
| 3M | -1.6% | +6.7% | -8.4% | -3.5% |
| 6M | +22.8% | -14.2% | +37.0% | +26.6% |
| YTD | -4.8% | +36.9% | -41.7% | -16.7% |
| 1Y | -4.9% | +45.8% | -50.7% | -18.9% |
| 3Y | +826.1% | -23.9% | +850.0% | +768.8% |
| All | +826.1% | -24.5% | +850.6% | +768.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling