+548.8%
PLTR vs EWZ
+63.8%
+485.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.3% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -3.3% | +8.2% | -11.4% | -7.8% |
| 3M | +28.4% | +13.3% | +15.1% | +18.1% |
| 6M | +8.4% | +3.6% | +4.8% | +4.5% |
| YTD | -4.6% | +21.0% | -25.6% | -16.7% |
| 1Y | +4.4% | +34.7% | -30.2% | -15.1% |
| 3Y | +1,020.5% | +48.3% | +972.2% | +760.7% |
| 5Y | +548.8% | +60.1% | +488.7% | +397.8% |
| All | +548.8% | +63.8% | +485.0% | +397.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling