+1,052.2%
PLTR vs IVZ
+145.8%
+906.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.1% | -5.6% | -5.1% |
| 7D | -6.4% | +0.6% | -7.1% | -6.7% |
| 30D | +10.0% | +4.0% | +6.0% | +7.6% |
| 3M | +23.0% | +18.2% | +4.8% | +11.3% |
| 6M | +13.8% | +32.8% | -19.0% | -4.8% |
| YTD | -1.9% | +28.7% | -30.7% | -17.6% |
| 1Y | +11.6% | +55.4% | -43.7% | -17.8% |
| All | +1,052.2% | +145.8% | +906.4% | +490.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling