+1,645.9%
PLTR vs IDXX
+32.1%
+1,613.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.2% |
| 7D | -9.1% | -4.3% | -4.8% | -6.8% |
| 30D | -5.2% | -13.7% | +8.5% | +3.1% |
| 3M | +27.4% | -9.1% | +36.4% | +34.4% |
| 6M | +9.7% | -15.4% | +25.2% | +20.3% |
| YTD | -6.7% | -25.1% | +18.4% | +9.1% |
| 1Y | -0.5% | -20.6% | +20.1% | +11.2% |
| 3Y | +996.2% | +8.7% | +987.5% | +800.6% |
| 5Y | +531.1% | -25.7% | +556.8% | +485.5% |
| All | +1,645.9% | +32.1% | +1,613.8% | +1,364.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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