+552.9%
PLTR vs EW
-25.6%
+578.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.6% |
| 7D | -6.4% | -0.3% | -6.1% | -6.3% |
| 30D | +10.0% | +1.0% | +9.0% | +9.2% |
| 3M | +23.0% | +2.8% | +20.2% | +20.8% |
| 6M | +13.8% | +5.5% | +8.3% | +9.6% |
| YTD | -1.9% | +5.5% | -7.4% | -5.7% |
| 1Y | +11.6% | +11.0% | +0.6% | +3.5% |
| 3Y | +1,048.4% | +17.7% | +1,030.7% | +816.9% |
| All | +552.9% | -25.6% | +578.5% | +689.9% |
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