+1,735.1%
PLTR vs DVA
+119.5%
+1,615.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -4.7% |
| 7D | -6.4% | +1.8% | -8.3% | -6.7% |
| 30D | +10.0% | -2.5% | +12.5% | +10.4% |
| 3M | +23.0% | -4.3% | +27.3% | +23.1% |
| 6M | +13.8% | +18.9% | -5.1% | +8.8% |
| YTD | -1.9% | +61.9% | -63.9% | -13.2% |
| 1Y | +11.6% | +35.7% | -24.1% | +2.7% |
| 3Y | +1,048.4% | +78.6% | +969.8% | +865.0% |
| 5Y | +554.4% | +39.2% | +515.2% | +426.6% |
| All | +1,735.1% | +119.5% | +1,615.5% | +1,486.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling