+545.1%
PLTR vs IEF
-8.6%
+553.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | -3.3% | -0.6% | -2.7% | -3.0% |
| 3M | +28.4% | -1.0% | +29.4% | +29.0% |
| 6M | +8.4% | -3.1% | +11.4% | +9.9% |
| YTD | -4.6% | -1.9% | -2.8% | -3.8% |
| 1Y | +4.4% | -1.4% | +5.8% | +5.1% |
| 3Y | +1,020.5% | +9.8% | +1,010.7% | +937.0% |
| All | +545.1% | -8.6% | +553.7% | +419.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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