+1,735.1%
PLTR vs ED
+71.4%
+1,663.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.1% | -5.0% |
| 7D | -6.4% | -0.2% | -6.2% | -6.5% |
| 30D | +10.0% | -0.1% | +10.2% | +10.1% |
| 3M | +23.0% | +3.9% | +19.1% | +25.0% |
| 6M | +13.8% | -3.0% | +16.8% | +13.3% |
| YTD | -1.9% | +10.7% | -12.6% | +2.1% |
| 1Y | +11.6% | +13.3% | -1.7% | +17.4% |
| 3Y | +1,048.4% | +34.5% | +1,013.9% | +1,152.5% |
| 5Y | +554.4% | +67.1% | +487.2% | +722.5% |
| All | +1,735.1% | +71.4% | +1,663.7% | +2,200.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling