+499.6%
PLTR vs GEN
+32.5%
+467.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.7% |
| 7D | -12.9% | +2.3% | -15.2% | -13.9% |
| 30D | -17.4% | +33.1% | -50.4% | -28.5% |
| 3M | +2.9% | +6.5% | -3.6% | -1.7% |
| 6M | +19.9% | +53.8% | -33.9% | -4.7% |
| YTD | -9.8% | +11.2% | -21.0% | -16.4% |
| 1Y | -8.4% | +19.4% | -27.8% | -18.1% |
| 3Y | +765.0% | +81.0% | +684.0% | +517.2% |
| All | +499.6% | +32.5% | +467.1% | +356.4% |
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