+548.8%
PLTR vs IYR
+4.2%
+544.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | +0.8% |
| 7D | 0.0% | -0.9% | +1.0% | +1.2% |
| 30D | -3.3% | -2.4% | -0.9% | -0.6% |
| 3M | +28.4% | -2.0% | +30.4% | +30.7% |
| 6M | +8.4% | +2.5% | +5.9% | +3.5% |
| YTD | -4.6% | +8.3% | -12.9% | -15.4% |
| 1Y | +4.4% | +6.5% | -2.0% | -5.9% |
| 3Y | +1,020.5% | +29.3% | +991.2% | +663.5% |
| 5Y | +548.8% | +5.7% | +543.1% | +519.6% |
| All | +548.8% | +4.2% | +544.6% | +519.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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