+552.9%
PLTR vs EMB
+7.4%
+545.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -6.4% | 0.0% | -6.4% | -6.4% |
| 30D | +10.0% | -0.3% | +10.3% | +10.8% |
| 3M | +23.0% | -0.4% | +23.4% | +24.6% |
| 6M | +13.8% | +0.1% | +13.7% | +13.9% |
| YTD | -1.9% | +1.6% | -3.5% | -4.9% |
| 1Y | +11.6% | +5.6% | +6.0% | 0.0% |
| 3Y | +1,048.4% | +29.8% | +1,018.6% | +590.4% |
| All | +552.9% | +7.4% | +545.6% | +444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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