+548.8%
PLTR vs GIS
-23.6%
+572.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | -0.9% |
| 7D | 0.0% | -8.6% | +8.6% | -2.3% |
| 30D | -3.3% | -0.5% | -2.8% | -3.3% |
| 3M | +28.4% | +11.9% | +16.5% | +33.4% |
| 6M | +8.4% | -11.6% | +20.0% | +3.0% |
| YTD | -4.6% | -16.3% | +11.7% | -10.8% |
| 1Y | +4.4% | -21.8% | +26.2% | -4.3% |
| 3Y | +1,020.5% | -35.7% | +1,056.1% | +872.9% |
| 5Y | +548.8% | -22.9% | +571.7% | +456.5% |
| All | +548.8% | -23.6% | +572.4% | +456.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling