+547.4%
PLTR vs IJH
+48.0%
+499.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.4% |
| 7D | -4.1% | -1.9% | -2.2% | -1.1% |
| 30D | -2.2% | -4.6% | +2.4% | +5.5% |
| 3M | +27.6% | -1.2% | +28.7% | +30.2% |
| 6M | +10.3% | +9.4% | +0.9% | -5.5% |
| YTD | -5.9% | +13.3% | -19.3% | -24.5% |
| 1Y | +1.7% | +13.4% | -11.6% | -18.3% |
| 3Y | +959.1% | +50.4% | +908.6% | +429.2% |
| All | +547.4% | +48.0% | +499.5% | +253.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling