+651.6%
PLTR vs EFA
+49.9%
+601.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.5% |
| 7D | +10.7% | +1.3% | +9.4% | +8.6% |
| 30D | -17.8% | +0.5% | -18.3% | -18.3% |
| 3M | +0.3% | -4.1% | +4.5% | +7.0% |
| 6M | +26.2% | +2.4% | +23.7% | +20.8% |
| YTD | -3.5% | +10.0% | -13.5% | -19.9% |
| 1Y | -6.8% | +11.4% | -18.2% | -24.1% |
| 3Y | +772.3% | +65.4% | +706.9% | +261.1% |
| 5Y | +651.6% | +49.6% | +601.9% | +298.5% |
| All | +651.6% | +49.9% | +601.6% | +298.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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