+552.9%
PLTR vs IBB
+22.5%
+530.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -3.4% |
| 7D | -6.4% | +1.4% | -7.8% | -8.1% |
| 30D | +10.0% | +10.5% | -0.5% | -3.5% |
| 3M | +23.0% | +23.6% | -0.6% | -6.5% |
| 6M | +13.8% | +22.6% | -8.8% | -13.7% |
| YTD | -1.9% | +25.7% | -27.6% | -28.4% |
| 1Y | +11.6% | +51.4% | -39.7% | -37.1% |
| 3Y | +1,048.4% | +64.4% | +984.0% | +450.0% |
| All | +552.9% | +22.5% | +530.4% | +453.4% |
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