+1,681.1%
PLTR vs GEN
+62.2%
+1,618.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | -5.1% | -0.3% | -4.8% | -5.1% |
| 30D | -19.1% | +28.2% | -47.2% | -27.7% |
| 3M | -1.6% | +2.6% | -4.2% | -4.1% |
| 6M | +22.8% | +32.7% | -9.9% | +7.5% |
| YTD | -4.8% | +11.3% | -16.1% | -11.1% |
| 1Y | -4.9% | +17.9% | -22.9% | -13.4% |
| 3Y | +826.1% | +66.3% | +759.8% | +633.0% |
| 5Y | +597.7% | +31.7% | +566.0% | +478.7% |
| All | +1,681.1% | +62.2% | +1,618.9% | +1,280.9% |
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