+1,735.1%
PLTR vs IGV
+68.7%
+1,666.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -1.2% |
| 7D | -6.4% | -4.5% | -1.9% | +0.5% |
| 30D | +10.0% | +3.2% | +6.8% | +4.9% |
| 3M | +23.0% | +4.5% | +18.5% | +16.8% |
| 6M | +13.8% | +22.1% | -8.3% | -14.6% |
| YTD | -1.9% | -1.0% | -0.9% | +0.6% |
| 1Y | +11.6% | -2.1% | +13.8% | +17.5% |
| 3Y | +1,048.4% | +44.6% | +1,003.8% | +616.1% |
| 5Y | +554.4% | +22.2% | +532.2% | +432.7% |
| All | +1,735.1% | +68.7% | +1,666.3% | +1,022.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling