+565.8%
PLTR vs ETR
+129.9%
+435.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.5% |
| 7D | -5.3% | +1.4% | -6.8% | -5.5% |
| 30D | -1.0% | +1.9% | -2.9% | -1.3% |
| 3M | +24.8% | +1.0% | +23.8% | +24.3% |
| 6M | +8.4% | +4.8% | +3.5% | +6.5% |
| YTD | -4.2% | +19.5% | -23.7% | -8.7% |
| 1Y | +9.1% | +28.1% | -19.0% | +2.5% |
| 3Y | +1,025.6% | +151.1% | +874.4% | +908.3% |
| 5Y | +565.8% | +125.2% | +440.6% | +519.1% |
| All | +565.8% | +129.9% | +435.8% | +519.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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