-10.0%
PLTR vs ED
+27.1%
-37.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.0% | -5.1% | +0.3% |
| 7D | -12.8% | +5.4% | -18.1% | -8.9% |
| 30D | -9.3% | +16.4% | -25.7% | +2.3% |
| 3M | +5.6% | +11.9% | -6.3% | +15.8% |
| 6M | +17.6% | +11.6% | +6.0% | +29.9% |
| YTD | -3.4% | +24.1% | -27.5% | +19.1% |
| 1Y | -10.0% | +26.9% | -36.9% | +13.0% |
| All | -10.0% | +27.1% | -37.1% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling