+1,684.5%
PLTR vs IBN
+210.1%
+1,474.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.3% | +0.3% |
| 7D | 0.0% | -5.1% | +5.1% | +2.3% |
| 30D | -3.3% | -3.5% | +0.3% | -1.9% |
| 3M | +28.4% | +11.3% | +17.1% | +22.0% |
| 6M | +8.4% | +4.4% | +3.9% | +5.7% |
| YTD | -4.6% | -1.8% | -2.8% | -4.9% |
| 1Y | +4.4% | -8.0% | +12.4% | +6.8% |
| 3Y | +1,020.5% | +27.1% | +993.4% | +867.5% |
| 5Y | +548.8% | +54.5% | +494.3% | +415.4% |
| All | +1,684.5% | +210.1% | +1,474.5% | +1,458.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling