+552.9%
PLTR vs IP
-17.2%
+570.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.2% | -6.7% | -5.1% |
| 7D | -6.4% | -5.3% | -1.2% | -5.1% |
| 30D | +10.0% | -10.9% | +20.9% | +13.5% |
| 3M | +23.0% | +11.2% | +11.9% | +18.2% |
| 6M | +13.8% | -10.2% | +24.0% | +16.0% |
| YTD | -1.9% | -2.0% | +0.1% | -3.9% |
| 1Y | +11.6% | -19.1% | +30.7% | +16.6% |
| 3Y | +1,048.4% | +20.9% | +1,027.6% | +836.9% |
| All | +552.9% | -17.2% | +570.1% | +537.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling