+1,684.5%
PLTR vs EMR
+158.8%
+1,525.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.3% |
| 7D | 0.0% | +0.9% | -0.9% | -0.6% |
| 30D | -3.3% | -5.0% | +1.7% | -0.2% |
| 3M | +28.4% | +5.9% | +22.4% | +22.8% |
| 6M | +8.4% | +7.3% | +1.0% | +1.0% |
| YTD | -4.6% | +14.6% | -19.2% | -16.3% |
| 1Y | +4.4% | +15.6% | -11.2% | -9.3% |
| 3Y | +1,020.5% | +60.2% | +960.3% | +682.4% |
| 5Y | +548.8% | +65.8% | +483.0% | +321.2% |
| All | +1,684.5% | +158.8% | +1,525.7% | +1,100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 10y: compounded portfolio wealth divided by compounded EMR 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…
10y analysis · Full analysis span regression · 6 months rolling