+1,588.2%
PLTR vs IP
+17.6%
+1,570.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.6% | +3.3% |
| 7D | -12.9% | -5.1% | -7.8% | -11.8% |
| 30D | -17.4% | +8.5% | -25.9% | -19.0% |
| 3M | +2.9% | -13.8% | +16.7% | +6.4% |
| 6M | +19.9% | +5.7% | +14.1% | +17.0% |
| YTD | -9.8% | -9.1% | -0.7% | -9.8% |
| 1Y | -8.4% | -0.8% | -7.6% | -11.0% |
| 3Y | +765.0% | +14.8% | +750.3% | +656.1% |
| 5Y | +516.8% | -11.5% | +528.4% | +477.5% |
| All | +1,588.2% | +17.6% | +1,570.6% | +1,592.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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