+25.9%
PLTR vs IWM
-0.1%
+26.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.1% |
| 7D | +0.4% | -0.3% | +0.7% | +1.0% |
| 30D | -17.5% | +1.9% | -19.4% | -18.6% |
| 3M | -1.5% | -5.7% | +4.2% | +4.7% |
| 6M | +25.9% | -0.3% | +26.2% | +29.6% |
| All | +25.9% | -0.1% | +26.1% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 6mo: compounded portfolio wealth divided by compounded IWM 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…
6mo analysis · Full analysis span regression · 6 months rolling