+552.9%
PLTR vs EL
-67.1%
+620.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.0% | -7.5% | -5.4% |
| 7D | -6.4% | +0.8% | -7.2% | -6.7% |
| 30D | +10.0% | +19.8% | -9.8% | +3.7% |
| 3M | +23.0% | +25.7% | -2.7% | +14.4% |
| 6M | +13.8% | +5.4% | +8.4% | +10.1% |
| YTD | -1.9% | +0.2% | -2.1% | -5.0% |
| 1Y | +11.6% | +20.4% | -8.8% | +1.1% |
| 3Y | +1,048.4% | -32.1% | +1,080.6% | +1,143.4% |
| All | +552.9% | -67.1% | +620.1% | +1,097.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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