+1,714.7%
PLTR vs IBN
+271.2%
+1,443.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | +0.4% | +11.1% | -10.7% | -3.9% |
| 30D | -17.5% | +23.9% | -41.4% | -24.8% |
| 3M | -1.5% | +16.3% | -17.8% | -7.9% |
| 6M | +25.9% | +34.2% | -8.3% | +10.3% |
| YTD | -3.0% | +17.6% | -20.6% | -10.5% |
| 1Y | -9.7% | +13.8% | -23.6% | -15.5% |
| 3Y | +776.5% | +57.0% | +719.4% | +586.9% |
| 5Y | +649.9% | +75.3% | +574.6% | +453.9% |
| All | +1,714.7% | +271.2% | +1,443.6% | +1,365.6% |
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