+1,681.1%
PLTR vs DRI
+177.9%
+1,503.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +4.9% |
| 7D | -5.1% | +3.1% | -8.2% | -6.4% |
| 30D | -19.1% | +16.2% | -35.3% | -24.4% |
| 3M | -1.6% | +8.4% | -10.0% | -5.8% |
| 6M | +22.8% | +19.0% | +3.8% | +11.7% |
| YTD | -4.8% | +28.8% | -33.6% | -18.2% |
| 1Y | -4.9% | +33.1% | -38.0% | -20.0% |
| 3Y | +826.1% | +70.8% | +755.3% | +569.3% |
| 5Y | +597.7% | +74.2% | +523.5% | +373.8% |
| All | +1,681.1% | +177.9% | +1,503.1% | +1,061.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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