+591.7%
PLTR vs GEV
+730.5%
-138.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.4% |
| 7D | 0.0% | +3.2% | -3.1% | -1.2% |
| 30D | -3.3% | -4.0% | +0.8% | -2.0% |
| 3M | +28.4% | +3.4% | +25.0% | +22.9% |
| 6M | +8.4% | +14.7% | -6.3% | -3.6% |
| YTD | -4.6% | +45.8% | -50.4% | -25.6% |
| 1Y | +4.4% | +57.4% | -53.0% | -22.8% |
| All | +591.7% | +730.5% | -138.8% | +177.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 GEV 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