+565.8%
PLTR vs LEN
-12.1%
+577.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | -0.5% |
| 7D | -5.3% | -2.9% | -2.5% | -4.0% |
| 30D | -1.0% | -8.9% | +7.9% | +3.3% |
| 3M | +24.8% | -10.9% | +35.7% | +30.7% |
| 6M | +8.4% | -19.7% | +28.0% | +18.5% |
| YTD | -4.2% | -20.6% | +16.4% | +3.2% |
| 1Y | +9.1% | -42.4% | +51.5% | +38.6% |
| 3Y | +1,025.6% | -26.5% | +1,052.1% | +965.3% |
| 5Y | +565.8% | -10.9% | +576.7% | +385.2% |
| All | +565.8% | -12.1% | +577.8% | +385.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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