+649.6%
PLTR vs IBN
+73.9%
+575.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | -0.9% |
| 7D | -3.8% | +15.8% | -19.5% | -11.2% |
| 30D | -19.2% | +25.1% | -44.3% | -28.9% |
| 3M | -3.7% | +16.0% | -19.6% | -11.7% |
| 6M | +22.5% | +32.8% | -10.3% | +3.1% |
| YTD | -5.0% | +18.0% | -23.1% | -14.9% |
| 1Y | -12.8% | +15.9% | -28.7% | -21.0% |
| 3Y | +758.3% | +57.6% | +700.6% | +483.8% |
| 5Y | +649.6% | +74.7% | +575.0% | +354.5% |
| All | +649.6% | +73.9% | +575.7% | +354.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling