+1,668.3%
PLTR vs EMR
+187.4%
+1,480.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +4.7% | +2.8% | +1.9% | +2.9% |
| 30D | -16.4% | +3.7% | -20.1% | -18.1% |
| 3M | -6.2% | +2.0% | -8.2% | -7.3% |
| 6M | +29.2% | +22.1% | +7.1% | +12.8% |
| YTD | -5.5% | +27.2% | -32.7% | -22.4% |
| 1Y | -2.4% | +32.0% | -34.4% | -22.0% |
| 3Y | +752.3% | +103.3% | +649.0% | +418.4% |
| 5Y | +635.8% | +88.2% | +547.6% | +350.1% |
| All | +1,668.3% | +187.4% | +1,480.9% | +1,014.2% |
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