+597.7%
PLTR vs IAG
+540.0%
+57.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.8% | -0.3% | +4.5% |
| 7D | -5.1% | +24.0% | -29.1% | -8.9% |
| 30D | -19.1% | +5.5% | -24.6% | -20.1% |
| 3M | -1.6% | +8.3% | -9.9% | -3.7% |
| 6M | +22.8% | +6.1% | +16.7% | +20.0% |
| YTD | -4.8% | +20.3% | -25.1% | -10.1% |
| 1Y | -4.9% | +56.5% | -61.4% | -14.1% |
| 3Y | +826.1% | +762.6% | +63.5% | +501.7% |
| 5Y | +597.7% | +546.3% | +51.5% | +348.6% |
| All | +597.7% | +540.0% | +57.7% | +348.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling