+548.8%
PLTR vs DVA
+41.6%
+507.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.8% |
| 7D | 0.0% | +2.0% | -2.0% | -0.3% |
| 30D | -3.3% | -0.4% | -2.9% | -3.3% |
| 3M | +28.4% | -7.7% | +36.0% | +29.4% |
| 6M | +8.4% | +20.0% | -11.6% | +2.5% |
| YTD | -4.6% | +61.1% | -65.7% | -17.5% |
| 1Y | +4.4% | +33.9% | -29.5% | -5.2% |
| 3Y | +1,020.5% | +91.5% | +929.0% | +779.3% |
| 5Y | +548.8% | +41.8% | +507.0% | +446.3% |
| All | +548.8% | +41.6% | +507.2% | +446.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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