+1,735.1%
PLTR vs DUK
+72.2%
+1,662.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.7% |
| 7D | -6.4% | 0.0% | -6.4% | -6.4% |
| 30D | +10.0% | -1.7% | +11.7% | +9.7% |
| 3M | +23.0% | -0.4% | +23.5% | +23.1% |
| 6M | +13.8% | -7.2% | +21.0% | +12.6% |
| YTD | -1.9% | +5.3% | -7.2% | -0.8% |
| 1Y | +11.6% | +3.0% | +8.7% | +12.6% |
| 3Y | +1,048.4% | +53.1% | +995.4% | +1,090.4% |
| 5Y | +554.4% | +37.9% | +516.5% | +582.5% |
| All | +1,735.1% | +72.2% | +1,662.8% | +1,912.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 all: compounded portfolio wealth divided by compounded DUK 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…
all analysis · Full analysis span regression · 6 months rolling