+1,684.5%
PLTR vs DRI
+151.3%
+1,533.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | +0.3% |
| 7D | 0.0% | -4.8% | +4.9% | +2.2% |
| 30D | -3.3% | -3.9% | +0.7% | -2.0% |
| 3M | +28.4% | +5.1% | +23.3% | +24.1% |
| 6M | +8.4% | +5.5% | +2.9% | +3.7% |
| YTD | -4.6% | +16.5% | -21.1% | -14.0% |
| 1Y | +4.4% | +2.0% | +2.4% | +0.1% |
| 3Y | +1,020.5% | +54.5% | +966.0% | +749.9% |
| 5Y | +548.8% | +66.6% | +482.2% | +361.1% |
| All | +1,684.5% | +151.3% | +1,533.3% | +1,120.3% |
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