+565.8%
PLTR vs EXE
+106.6%
+459.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -5.3% | -1.8% | -3.6% | -4.8% |
| 30D | -1.0% | +6.4% | -7.4% | -2.9% |
| 3M | +24.8% | +9.2% | +15.5% | +20.8% |
| 6M | +8.4% | -7.0% | +15.3% | +10.3% |
| YTD | -4.2% | -9.5% | +5.3% | -2.2% |
| 1Y | +9.1% | +6.2% | +2.9% | +4.6% |
| 3Y | +1,025.6% | +20.7% | +1,004.8% | +934.0% |
| 5Y | +565.8% | +103.6% | +462.1% | +444.0% |
| All | +565.8% | +106.6% | +459.1% | +444.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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