+1,692.6%
PLTR vs EFV
+163.4%
+1,529.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.6% |
| 7D | -5.3% | +1.0% | -6.3% | -6.3% |
| 30D | -1.0% | +0.2% | -1.2% | -1.2% |
| 3M | +24.8% | +9.6% | +15.2% | +12.7% |
| 6M | +8.4% | +14.0% | -5.7% | -7.1% |
| YTD | -4.2% | +18.5% | -22.6% | -22.0% |
| 1Y | +9.1% | +27.9% | -18.8% | -18.9% |
| 3Y | +1,025.6% | +92.4% | +933.1% | +436.2% |
| 5Y | +565.8% | +97.2% | +468.6% | +203.0% |
| All | +1,692.6% | +163.4% | +1,529.3% | +710.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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