+548.8%
PLTR vs INDA
+5.9%
+542.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.6% |
| 7D | 0.0% | -2.6% | +2.6% | +3.3% |
| 30D | -3.3% | -2.9% | -0.3% | +0.1% |
| 3M | +28.4% | +2.4% | +26.0% | +24.6% |
| 6M | +8.4% | -2.6% | +11.0% | +11.2% |
| YTD | -4.6% | -10.0% | +5.3% | +7.6% |
| 1Y | +4.4% | -7.7% | +12.1% | +13.7% |
| 3Y | +1,020.5% | +8.9% | +1,011.6% | +847.8% |
| 5Y | +548.8% | +6.0% | +542.8% | +491.1% |
| All | +548.8% | +5.9% | +542.9% | +491.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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