+499.6%
PLTR vs DRI
+74.0%
+425.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.5% | +4.1% |
| 7D | -12.9% | +2.8% | -15.7% | -14.4% |
| 30D | -17.4% | +13.3% | -30.6% | -23.5% |
| 3M | +2.9% | +8.2% | -5.3% | -2.9% |
| 6M | +19.9% | +17.5% | +2.3% | +6.0% |
| YTD | -9.8% | +26.9% | -36.7% | -26.4% |
| 1Y | -8.4% | +31.6% | -39.9% | -27.8% |
| 3Y | +765.0% | +67.0% | +698.1% | +426.7% |
| All | +499.6% | +74.0% | +425.5% | +218.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling