+565.8%
PLTR vs EXEL
+195.7%
+370.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.6% |
| 7D | -5.3% | +1.4% | -6.7% | -5.8% |
| 30D | -1.0% | +6.7% | -7.7% | -3.1% |
| 3M | +24.8% | +11.5% | +13.3% | +20.4% |
| 6M | +8.4% | +38.8% | -30.4% | -3.3% |
| YTD | -4.2% | +31.6% | -35.8% | -13.3% |
| 1Y | +9.1% | +53.0% | -43.9% | -6.8% |
| 3Y | +1,025.6% | +160.8% | +864.7% | +618.3% |
| 5Y | +565.8% | +190.1% | +375.7% | +267.8% |
| All | +565.8% | +195.7% | +370.0% | +267.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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