+765.0%
PLTR vs ED
+44.5%
+720.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.8% | +1.9% |
| 7D | -12.9% | +1.6% | -14.5% | -11.8% |
| 30D | -17.4% | +13.3% | -30.7% | -10.3% |
| 3M | +2.9% | +9.7% | -6.9% | +9.7% |
| 6M | +19.9% | +12.8% | +7.1% | +30.8% |
| YTD | -9.8% | +22.3% | -32.1% | +3.9% |
| 1Y | -8.4% | +26.3% | -34.7% | +7.7% |
| 3Y | +765.0% | +45.0% | +720.0% | +962.7% |
| All | +765.0% | +44.5% | +720.5% | +962.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling