+752.3%
PLTR vs IOT
+75.5%
+676.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +4.7% | +0.9% | +3.8% | +4.4% |
| 30D | -16.4% | +1.4% | -17.8% | -17.0% |
| 3M | -6.2% | +0.5% | -6.7% | -6.9% |
| 6M | +29.2% | +50.3% | -21.1% | +7.9% |
| YTD | -5.5% | +16.7% | -22.2% | -13.9% |
| 1Y | -2.4% | +6.8% | -9.2% | -8.4% |
| 3Y | +752.3% | +75.5% | +676.8% | +612.5% |
| All | +752.3% | +75.5% | +676.8% | +612.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling