+950.4%
PLTR vs IJH
+48.6%
+901.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -0.8% |
| 7D | -9.1% | -2.5% | -6.6% | -5.8% |
| 30D | -5.2% | -5.0% | -0.2% | +2.1% |
| 3M | +27.4% | +0.5% | +26.8% | +26.7% |
| 6M | +9.7% | +8.2% | +1.5% | -3.0% |
| YTD | -6.7% | +12.5% | -19.1% | -22.8% |
| 1Y | -0.5% | +14.4% | -14.9% | -19.7% |
| All | +950.4% | +48.6% | +901.8% | +444.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 3y: compounded portfolio wealth divided by compounded IJH 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…
3y analysis · Full analysis span regression · 6 months rolling