-9.7%
PLTR vs IAG
+34.9%
-44.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.6% | +2.7% |
| 7D | +0.4% | +3.4% | -3.0% | -0.5% |
| 30D | -17.5% | -2.7% | -14.8% | -17.2% |
| 3M | -1.5% | -0.5% | -1.0% | -2.4% |
| 6M | +25.9% | -4.8% | +30.8% | +25.2% |
| YTD | -3.0% | +9.6% | -12.6% | -11.7% |
| 1Y | -9.7% | +32.2% | -41.9% | -25.1% |
| All | -9.7% | +34.9% | -44.6% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling