+1,706.1%
PLTR vs GEN
+61.6%
+1,644.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.8% |
| 7D | +10.7% | -3.0% | +13.7% | +12.0% |
| 30D | -17.8% | +24.7% | -42.5% | -25.7% |
| 3M | +0.3% | +4.1% | -3.8% | -2.8% |
| 6M | +26.2% | +36.0% | -9.9% | +9.3% |
| YTD | -3.5% | +10.9% | -14.3% | -9.7% |
| 1Y | -6.8% | +12.2% | -19.0% | -13.4% |
| 3Y | +772.3% | +63.3% | +709.0% | +595.3% |
| 5Y | +651.6% | +29.0% | +622.5% | +525.6% |
| All | +1,706.1% | +61.6% | +1,644.5% | +1,302.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling