+1,668.3%
PLTR vs IP
+17.2%
+1,651.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.4% |
| 7D | +4.7% | -0.3% | +5.0% | +4.8% |
| 30D | -16.4% | +7.9% | -24.3% | -18.0% |
| 3M | -6.2% | -15.3% | +9.2% | -2.6% |
| 6M | +29.2% | +10.5% | +18.7% | +24.7% |
| YTD | -5.5% | -9.4% | +3.9% | -5.4% |
| 1Y | -2.4% | -4.6% | +2.2% | -4.1% |
| 3Y | +752.3% | +21.2% | +731.1% | +627.2% |
| 5Y | +635.8% | -13.3% | +649.1% | +588.6% |
| All | +1,668.3% | +17.2% | +1,651.1% | +1,673.6% |
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