+1,531.5%
PLTR vs IP
+16.6%
+1,514.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -4.0% | -5.8% | -8.8% |
| 7D | -21.1% | -5.0% | -16.1% | -20.1% |
| 30D | -19.3% | +6.5% | -25.8% | -20.6% |
| 3M | -2.2% | -18.0% | +15.9% | +2.3% |
| 6M | +14.0% | +10.3% | +3.7% | +10.0% |
| YTD | -12.8% | -9.9% | -2.9% | -12.7% |
| 1Y | -17.5% | -1.1% | -16.5% | -19.9% |
| 3Y | +720.5% | +13.0% | +707.5% | +620.9% |
| 5Y | +496.1% | -12.3% | +508.4% | +459.1% |
| All | +1,531.5% | +16.6% | +1,514.9% | +1,538.4% |
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