+499.6%
PLTR vs EMR
+80.8%
+418.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.6% | +3.6% |
| 7D | -12.9% | -1.6% | -11.3% | -11.7% |
| 30D | -17.4% | +2.0% | -19.3% | -18.4% |
| 3M | +2.9% | +3.8% | -1.0% | -0.2% |
| 6M | +19.9% | +10.5% | +9.4% | +9.4% |
| YTD | -9.8% | +23.7% | -33.5% | -28.3% |
| 1Y | -8.4% | +25.4% | -33.8% | -28.2% |
| 3Y | +765.0% | +86.6% | +678.5% | +357.5% |
| All | +499.6% | +80.8% | +418.8% | +219.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling