+565.8%
PLTR vs IGV
+21.2%
+544.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | +0.5% |
| 7D | -5.3% | -3.3% | -2.0% | 0.0% |
| 30D | -1.0% | 0.0% | -1.0% | -1.3% |
| 3M | +24.8% | +7.3% | +17.4% | +13.5% |
| 6M | +8.4% | +16.7% | -8.4% | -13.7% |
| YTD | -4.2% | -2.8% | -1.3% | +1.2% |
| 1Y | +9.1% | -6.7% | +15.8% | +24.0% |
| 3Y | +1,025.6% | +41.1% | +984.5% | +603.1% |
| 5Y | +565.8% | +22.0% | +543.8% | +444.1% |
| All | +565.8% | +21.2% | +544.5% | +444.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling