+1,735.1%
PLTR vs EXC
+112.5%
+1,622.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.4% |
| 7D | -6.4% | +0.3% | -6.7% | -6.4% |
| 30D | +10.0% | -3.7% | +13.8% | +10.3% |
| 3M | +23.0% | -1.3% | +24.3% | +23.1% |
| 6M | +13.8% | -9.7% | +23.5% | +14.6% |
| YTD | -1.9% | +2.9% | -4.8% | -2.5% |
| 1Y | +11.6% | +4.4% | +7.3% | +10.7% |
| 3Y | +1,048.4% | +22.2% | +1,026.2% | +991.7% |
| 5Y | +554.4% | +46.7% | +507.7% | +553.0% |
| All | +1,735.1% | +112.5% | +1,622.6% | +1,984.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 all: compounded portfolio wealth divided by compounded EXC 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…
all analysis · Full analysis span regression · 6 months rolling