+11.6%
PLTR vs IBM
-1.8%
+13.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | -6.4% | -0.3% | -6.1% | -6.3% |
| 30D | +10.0% | +0.3% | +9.8% | +10.0% |
| 3M | +23.0% | -21.6% | +44.6% | +30.7% |
| 6M | +13.8% | -4.7% | +18.5% | +11.6% |
| YTD | -1.9% | -19.1% | +17.2% | -2.2% |
| 1Y | +11.6% | -2.5% | +14.2% | +11.1% |
| All | +11.6% | -1.8% | +13.5% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 1y: compounded portfolio wealth divided by compounded IBM 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…
1y analysis · Full analysis span regression · 6 months rolling