+1,645.9%
PLTR vs EWZ
+112.8%
+1,533.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.8% |
| 7D | -9.1% | +1.1% | -10.3% | -9.7% |
| 30D | -5.2% | +13.5% | -18.7% | -11.6% |
| 3M | +27.4% | +15.2% | +12.1% | +16.8% |
| 6M | +9.7% | +3.7% | +6.0% | +6.1% |
| YTD | -6.7% | +22.5% | -29.2% | -18.1% |
| 1Y | -0.5% | +35.3% | -35.8% | -17.7% |
| 3Y | +996.2% | +50.2% | +946.0% | +758.9% |
| 5Y | +531.1% | +64.6% | +466.6% | +370.6% |
| All | +1,645.9% | +112.8% | +1,533.1% | +980.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 10y: compounded portfolio wealth divided by compounded EWZ 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…
10y analysis · Full analysis span regression · 6 months rolling