+4.4%
PLTR vs IGV
-7.7%
+12.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | +0.6% |
| 7D | 0.0% | -1.5% | +1.6% | +2.4% |
| 30D | -3.3% | -3.0% | -0.2% | +0.8% |
| 3M | +28.4% | +9.6% | +18.8% | +15.9% |
| 6M | +8.4% | +16.1% | -7.7% | -7.9% |
| YTD | -4.6% | -3.6% | -1.0% | +8.4% |
| 1Y | +4.4% | -7.8% | +12.3% | +31.8% |
| All | +4.4% | -7.7% | +12.1% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 1y: compounded portfolio wealth divided by compounded IGV 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…
1y analysis · Full analysis span regression · 6 months rolling