-10.0%
PLTR vs GEN
+20.2%
-30.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.0% | -6.1% | -3.6% |
| 7D | -12.8% | +26.9% | -39.6% | -21.1% |
| 30D | -9.3% | +38.6% | -48.0% | -21.5% |
| 3M | +5.6% | +9.7% | -4.2% | +1.9% |
| 6M | +17.6% | +58.9% | -41.3% | -5.3% |
| YTD | -3.4% | +15.3% | -18.7% | -9.5% |
| 1Y | -10.0% | +21.8% | -31.8% | -20.3% |
| All | -10.0% | +20.2% | -30.1% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling