+565.8%
PLTR vs IBN
+56.7%
+509.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -0.8% |
| 7D | -5.3% | -2.2% | -3.2% | -4.2% |
| 30D | -1.0% | -2.3% | +1.3% | +0.1% |
| 3M | +24.8% | +15.9% | +8.9% | +13.5% |
| 6M | +8.4% | +5.6% | +2.8% | +4.0% |
| YTD | -4.2% | -0.1% | -4.1% | -5.5% |
| 1Y | +9.1% | -6.5% | +15.6% | +11.6% |
| 3Y | +1,025.6% | +29.3% | +996.3% | +772.0% |
| 5Y | +565.8% | +56.6% | +509.2% | +330.5% |
| All | +565.8% | +56.7% | +509.0% | +330.5% |
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