+790.7%
PLTR vs IOT
+66.1%
+724.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +4.7% | +0.9% | +3.8% | +4.3% |
| 30D | -16.4% | +1.4% | -17.8% | -17.0% |
| 3M | -6.2% | +0.5% | -6.7% | -7.1% |
| 6M | +29.2% | +50.3% | -21.1% | +5.4% |
| YTD | -5.5% | +16.7% | -22.2% | -15.2% |
| 1Y | -2.4% | +6.8% | -9.2% | -9.3% |
| 3Y | +752.3% | +75.5% | +676.8% | +471.7% |
| All | +790.7% | +66.1% | +724.6% | +376.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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