+770.5%
PLTR vs IBB
+86.9%
+683.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +1.2% |
| 7D | +10.7% | +1.6% | +9.1% | +9.4% |
| 30D | -17.8% | +6.7% | -24.5% | -21.4% |
| 3M | +0.3% | +6.3% | -6.0% | -4.8% |
| 6M | +26.2% | +23.9% | +2.3% | +6.2% |
| YTD | -3.5% | +26.6% | -30.1% | -20.6% |
| 1Y | -6.8% | +29.6% | -36.5% | -24.9% |
| All | +770.5% | +86.9% | +683.6% | +415.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling