+499.6%
PLTR vs IBB
+37.5%
+462.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.7% | +1.4% |
| 7D | -12.9% | -1.8% | -11.1% | -10.8% |
| 30D | -17.4% | +5.1% | -22.4% | -22.1% |
| 3M | +2.9% | +10.7% | -7.9% | -10.3% |
| 6M | +19.9% | +22.9% | -3.0% | -9.0% |
| YTD | -9.8% | +26.7% | -36.5% | -34.9% |
| 1Y | -8.4% | +35.1% | -43.5% | -39.5% |
| 3Y | +765.0% | +80.2% | +684.9% | +254.5% |
| All | +499.6% | +37.5% | +462.1% | +286.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling