+1,714.7%
PLTR vs INCY
+39.1%
+1,675.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.7% |
| 7D | +0.4% | -0.5% | +0.9% | +0.6% |
| 30D | -17.5% | +9.8% | -27.3% | -19.6% |
| 3M | -1.5% | +1.0% | -2.4% | -2.1% |
| 6M | +25.9% | +21.9% | +4.1% | +17.9% |
| YTD | -3.0% | +23.8% | -26.8% | -10.2% |
| 1Y | -9.7% | +13.0% | -22.8% | -14.0% |
| 3Y | +776.5% | +133.2% | +643.3% | +524.0% |
| 5Y | +649.9% | +87.8% | +562.1% | +503.0% |
| All | +1,714.7% | +39.1% | +1,675.6% | +1,405.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling