+552.9%
PLTR vs DRI
+72.9%
+480.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.2% |
| 7D | -6.4% | +0.6% | -7.0% | -6.9% |
| 30D | +10.0% | +3.8% | +6.2% | +6.9% |
| 3M | +23.0% | +13.0% | +10.0% | +12.1% |
| 6M | +13.8% | +8.3% | +5.5% | +5.4% |
| YTD | -1.9% | +20.6% | -22.5% | -17.1% |
| 1Y | +11.6% | +6.5% | +5.2% | +2.3% |
| 3Y | +1,048.4% | +53.7% | +994.7% | +653.3% |
| All | +552.9% | +72.9% | +480.0% | +263.0% |
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 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