+548.8%
PLTR vs EWT
+152.9%
+395.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.7% |
| 7D | 0.0% | +2.1% | -2.1% | -2.3% |
| 30D | -3.3% | +9.4% | -12.6% | -12.6% |
| 3M | +28.4% | +10.9% | +17.5% | +10.9% |
| 6M | +8.4% | +57.9% | -49.6% | -42.5% |
| YTD | -4.6% | +75.9% | -80.5% | -57.1% |
| 1Y | +4.4% | +89.7% | -85.3% | -57.7% |
| 3Y | +1,020.5% | +200.9% | +819.6% | +124.4% |
| 5Y | +548.8% | +154.5% | +394.3% | +87.7% |
| All | +548.8% | +152.9% | +395.9% | +87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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