+1,668.3%
PLTR vs GIS
-26.6%
+1,694.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.4% | -4.5% | -1.4% |
| 7D | +4.7% | -3.4% | +8.1% | +3.8% |
| 30D | -16.4% | +6.9% | -23.3% | -14.5% |
| 3M | -6.2% | -10.1% | +4.0% | -8.3% |
| 6M | +29.2% | +5.9% | +23.3% | +33.0% |
| YTD | -5.5% | -21.1% | +15.6% | -12.2% |
| 1Y | -2.4% | -22.5% | +20.1% | -9.8% |
| 3Y | +752.3% | -39.0% | +791.3% | +639.3% |
| 5Y | +635.8% | -33.3% | +669.2% | +571.9% |
| All | +1,668.3% | -26.6% | +1,694.9% | +1,497.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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