+617.6%
PLTR vs EW
-7.9%
+625.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.8% |
| 7D | +4.7% | +4.9% | -0.2% | +1.9% |
| 30D | -16.4% | +23.9% | -40.4% | -26.5% |
| 3M | -6.2% | +15.8% | -21.9% | -14.4% |
| 6M | +29.2% | +31.7% | -2.5% | +9.0% |
| YTD | -5.5% | +25.7% | -31.2% | -18.5% |
| 1Y | -2.4% | +24.4% | -26.8% | -15.4% |
| 3Y | +752.3% | +65.9% | +686.4% | +427.8% |
| All | +617.6% | -7.9% | +625.5% | +642.5% |
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