+531.1%
PLTR vs EQT
+192.3%
+338.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.3% |
| 7D | -9.1% | -1.2% | -8.0% | -8.8% |
| 30D | -5.2% | +1.1% | -6.3% | -5.5% |
| 3M | +27.4% | +4.8% | +22.6% | +25.0% |
| 6M | +9.7% | -10.6% | +20.3% | +12.7% |
| YTD | -6.7% | +3.4% | -10.1% | -8.6% |
| 1Y | -0.5% | +8.7% | -9.2% | -4.3% |
| 3Y | +996.2% | +35.0% | +961.3% | +884.7% |
| 5Y | +531.1% | +204.2% | +326.9% | +357.7% |
| All | +531.1% | +192.3% | +338.8% | +357.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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