+499.6%
PLTR vs EW
-14.5%
+514.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.3% | +2.2% | +2.7% |
| 7D | -12.9% | +11.0% | -23.9% | -18.3% |
| 30D | -17.4% | +19.1% | -36.5% | -25.7% |
| 3M | +2.9% | +14.4% | -11.5% | -5.6% |
| 6M | +19.9% | +22.8% | -2.9% | +5.2% |
| YTD | -9.8% | +19.8% | -29.6% | -20.0% |
| 1Y | -8.4% | +23.9% | -32.3% | -20.4% |
| 3Y | +765.0% | +52.2% | +712.8% | +470.8% |
| All | +499.6% | -14.5% | +514.0% | +533.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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