+565.8%
PLTR vs ED
+71.7%
+494.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.0% |
| 7D | -5.3% | +0.5% | -5.9% | -5.2% |
| 30D | -1.0% | +1.1% | -2.1% | -0.6% |
| 3M | +24.8% | +4.6% | +20.1% | +26.8% |
| 6M | +8.4% | -2.0% | +10.3% | +8.4% |
| YTD | -4.2% | +11.7% | -15.9% | -0.5% |
| 1Y | +9.1% | +15.7% | -6.6% | +14.5% |
| 3Y | +1,025.6% | +34.4% | +991.2% | +1,089.3% |
| 5Y | +565.8% | +67.3% | +498.4% | +691.9% |
| All | +565.8% | +71.7% | +494.1% | +691.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling