+617.6%
PLTR vs GEN
+33.3%
+584.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -3.1% |
| 7D | +4.7% | +2.0% | +2.7% | +3.7% |
| 30D | -16.4% | +27.7% | -44.1% | -26.2% |
| 3M | -6.2% | +3.3% | -9.4% | -9.0% |
| 6M | +29.2% | +31.8% | -2.6% | +11.6% |
| YTD | -5.5% | +13.5% | -19.0% | -13.2% |
| 1Y | -2.4% | +16.0% | -18.5% | -11.5% |
| 3Y | +752.3% | +70.6% | +681.7% | +533.6% |
| All | +617.6% | +33.3% | +584.3% | +421.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling