+649.9%
PLTR vs IVZ
+37.5%
+612.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +2.7% |
| 7D | +0.4% | -2.8% | +3.2% | +2.5% |
| 30D | -17.5% | -2.2% | -15.4% | -16.2% |
| 3M | -1.5% | -8.1% | +6.6% | +4.3% |
| 6M | +25.9% | +3.8% | +22.2% | +21.6% |
| YTD | -3.0% | +11.5% | -14.5% | -13.5% |
| 1Y | -9.7% | +23.7% | -33.4% | -25.9% |
| 3Y | +776.5% | +145.8% | +630.7% | +288.0% |
| 5Y | +649.9% | +36.1% | +613.8% | +453.7% |
| All | +649.9% | +37.5% | +612.4% | +453.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling