+1,681.1%
PLTR vs IBB
+64.7%
+1,616.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.8% | +2.7% | +2.3% |
| 7D | -5.1% | +2.7% | -7.8% | -7.8% |
| 30D | -19.1% | +6.3% | -25.4% | -24.6% |
| 3M | -1.6% | +11.1% | -12.7% | -14.1% |
| 6M | +22.8% | +29.2% | -6.4% | -11.2% |
| YTD | -4.8% | +30.2% | -35.0% | -32.6% |
| 1Y | -4.9% | +39.5% | -44.4% | -38.4% |
| 3Y | +826.1% | +92.3% | +733.8% | +271.2% |
| 5Y | +597.7% | +43.0% | +554.8% | +325.9% |
| All | +1,681.1% | +64.7% | +1,616.4% | +1,059.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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