+649.9%
PLTR vs ES
+3.8%
+646.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +2.1% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -17.5% | +6.7% | -24.2% | -17.8% |
| 3M | -1.5% | +0.3% | -1.8% | -1.4% |
| 6M | +25.9% | +7.4% | +18.5% | +25.3% |
| YTD | -3.0% | +8.4% | -11.4% | -3.8% |
| 1Y | -9.7% | +0.6% | -10.4% | -9.9% |
| 3Y | +776.5% | +50.6% | +725.8% | +707.8% |
| 5Y | +649.9% | +4.8% | +645.1% | +635.2% |
| All | +649.9% | +3.8% | +646.1% | +635.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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