+1,684.5%
PLTR vs INCY
+43.4%
+1,641.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -0.8% |
| 7D | 0.0% | -2.2% | +2.2% | +0.6% |
| 30D | -3.3% | +3.7% | -6.9% | -4.3% |
| 3M | +28.4% | +22.1% | +6.3% | +20.7% |
| 6M | +8.4% | +29.8% | -21.4% | -0.3% |
| YTD | -4.6% | +27.6% | -32.2% | -12.2% |
| 1Y | +4.4% | +47.2% | -42.8% | -8.5% |
| 3Y | +1,020.5% | +97.0% | +923.5% | +758.1% |
| 5Y | +548.8% | +73.4% | +475.4% | +426.6% |
| All | +1,684.5% | +43.4% | +1,641.1% | +1,371.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 10y: compounded portfolio wealth divided by compounded INCY 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…
10y analysis · Full analysis span regression · 6 months rolling