+649.6%
PLTR vs EXE
+66.0%
+583.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.3% | -2.5% | -1.0% |
| 7D | -3.8% | -2.2% | -1.5% | -3.0% |
| 30D | -19.2% | -0.3% | -18.9% | -19.2% |
| 3M | -3.7% | -9.3% | +5.7% | -0.8% |
| 6M | +22.5% | -7.2% | +29.7% | +24.6% |
| YTD | -5.0% | -18.9% | +13.9% | +0.3% |
| 1Y | -12.8% | -21.7% | +8.9% | -7.0% |
| 3Y | +758.3% | +21.0% | +737.3% | +680.3% |
| 5Y | +649.6% | +76.0% | +573.7% | +491.7% |
| All | +649.6% | +66.0% | +583.7% | +491.7% |
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