+1,735.1%
PLTR vs IEF
-11.4%
+1,746.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -6.4% | -0.3% | -6.1% | -6.3% |
| 30D | +10.0% | -0.8% | +10.8% | +10.5% |
| 3M | +23.0% | -1.0% | +24.0% | +23.8% |
| 6M | +13.8% | -2.8% | +16.6% | +15.6% |
| YTD | -1.9% | -1.5% | -0.4% | -1.1% |
| 1Y | +11.6% | -0.4% | +12.1% | +11.9% |
| 3Y | +1,048.4% | +9.7% | +1,038.8% | +953.4% |
| 5Y | +554.4% | -8.3% | +562.7% | +569.3% |
| All | +1,735.1% | -11.4% | +1,746.5% | +2,121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling