+649.9%
PLTR vs GIS
-33.6%
+683.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +1.8% |
| 7D | +0.4% | -4.6% | +5.0% | -0.8% |
| 30D | -17.5% | +6.6% | -24.1% | -15.7% |
| 3M | -1.5% | -8.1% | +6.6% | -3.1% |
| 6M | +25.9% | +4.9% | +21.0% | +29.4% |
| YTD | -3.0% | -21.4% | +18.3% | -10.4% |
| 1Y | -9.7% | -21.6% | +11.9% | -16.5% |
| 3Y | +776.5% | -39.3% | +815.8% | +651.3% |
| 5Y | +649.9% | -33.2% | +683.1% | +570.0% |
| All | +649.9% | -33.6% | +683.5% | +570.0% |
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