+499.6%
PLTR vs EXR
-0.3%
+499.9%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.7% |
| 7D | -12.9% | +5.2% | -18.1% | -15.0% |
| 30D | -17.4% | +20.9% | -38.3% | -24.8% |
| 3M | +2.9% | +7.7% | -4.8% | -1.0% |
| 6M | +19.9% | +13.2% | +6.7% | +12.0% |
| YTD | -9.8% | +26.5% | -36.3% | -21.2% |
| 1Y | -8.4% | +27.2% | -35.6% | -20.5% |
| 3Y | +765.0% | +71.5% | +693.5% | +477.7% |
| All | +499.6% | -0.3% | +499.9% | +436.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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