+651.6%
PLTR vs IBB
+40.3%
+611.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +2.0% |
| 7D | +10.7% | +1.6% | +9.1% | +8.7% |
| 30D | -17.8% | +6.7% | -24.5% | -23.8% |
| 3M | +0.3% | +6.3% | -6.0% | -8.1% |
| 6M | +26.2% | +23.9% | +2.3% | -4.9% |
| YTD | -3.5% | +26.6% | -30.1% | -30.1% |
| 1Y | -6.8% | +29.6% | -36.5% | -34.7% |
| 3Y | +772.3% | +86.1% | +686.2% | +241.4% |
| 5Y | +651.6% | +40.3% | +611.2% | +353.6% |
| All | +651.6% | +40.3% | +611.2% | +353.6% |
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