+597.7%
PLTR vs IT
-42.9%
+640.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.2% |
| 7D | -5.1% | -18.8% | +13.7% | +5.2% |
| 30D | -19.1% | -0.1% | -19.0% | -20.5% |
| 3M | -1.6% | +2.9% | -4.6% | -5.9% |
| 6M | +22.8% | +20.4% | +2.4% | +6.6% |
| YTD | -4.8% | -24.3% | +19.5% | +4.3% |
| 1Y | -4.9% | -17.2% | +12.2% | -2.1% |
| 3Y | +826.1% | -52.4% | +878.5% | +1,218.4% |
| 5Y | +597.7% | -43.7% | +641.4% | +673.4% |
| All | +597.7% | -42.9% | +640.6% | +673.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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