+1,735.1%
PLTR vs IBN
+223.7%
+1,511.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.2% |
| 7D | -6.4% | +1.4% | -7.8% | -7.0% |
| 30D | +10.0% | -0.3% | +10.4% | +10.0% |
| 3M | +23.0% | +17.1% | +5.9% | +14.4% |
| 6M | +13.8% | +3.4% | +10.4% | +11.5% |
| YTD | -1.9% | +2.5% | -4.5% | -3.9% |
| 1Y | +11.6% | -4.2% | +15.8% | +12.3% |
| 3Y | +1,048.4% | +32.4% | +1,016.0% | +874.3% |
| 5Y | +554.4% | +59.2% | +495.2% | +410.6% |
| All | +1,735.1% | +223.7% | +1,511.3% | +1,473.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling