+1,735.1%
PLTR vs IBB
+58.9%
+1,676.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -3.5% |
| 7D | -6.4% | +1.4% | -7.8% | -8.1% |
| 30D | +10.0% | +10.5% | -0.5% | -3.0% |
| 3M | +23.0% | +23.6% | -0.6% | -5.5% |
| 6M | +13.8% | +22.6% | -8.8% | -12.8% |
| YTD | -1.9% | +25.7% | -27.6% | -27.4% |
| 1Y | +11.6% | +51.4% | -39.7% | -35.4% |
| 3Y | +1,048.4% | +64.4% | +984.0% | +476.8% |
| 5Y | +554.4% | +22.1% | +532.2% | +375.0% |
| All | +1,735.1% | +58.9% | +1,676.1% | +1,149.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling