+1,706.1%
PLTR vs ED
+90.7%
+1,615.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.4% |
| 7D | +10.7% | -1.7% | +12.4% | +10.0% |
| 30D | -17.8% | +10.7% | -28.5% | -14.4% |
| 3M | +0.3% | +11.6% | -11.3% | +4.8% |
| 6M | +26.2% | +13.5% | +12.7% | +33.0% |
| YTD | -3.5% | +23.1% | -26.6% | +4.8% |
| 1Y | -6.8% | +23.1% | -29.9% | +1.3% |
| 3Y | +772.3% | +47.9% | +724.4% | +890.5% |
| 5Y | +651.6% | +83.9% | +567.7% | +875.9% |
| All | +1,706.1% | +90.7% | +1,615.4% | +2,262.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling