+1,692.6%
PLTR vs GEN
+62.2%
+1,630.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.1% |
| 7D | -5.3% | -0.7% | -4.6% | -5.0% |
| 30D | -1.0% | +2.6% | -3.6% | -2.1% |
| 3M | +24.8% | +15.8% | +9.0% | +17.3% |
| 6M | +8.4% | +33.1% | -24.8% | -4.3% |
| YTD | -4.2% | +11.3% | -15.5% | -9.2% |
| 1Y | +9.1% | +1.7% | +7.4% | +7.0% |
| 3Y | +1,025.6% | +58.1% | +967.4% | +818.3% |
| 5Y | +565.8% | +20.6% | +545.1% | +463.0% |
| All | +1,692.6% | +62.2% | +1,630.4% | +1,309.6% |
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