-10.0%
PLTR vs LII
-26.0%
+16.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.7% | -2.3% |
| 7D | -12.8% | +7.9% | -20.7% | -13.2% |
| 30D | -9.3% | -0.6% | -8.7% | -9.4% |
| 3M | +5.6% | -19.3% | +24.9% | +6.6% |
| 6M | +17.6% | -29.8% | +47.4% | +18.1% |
| YTD | -3.4% | -25.4% | +22.0% | -6.7% |
| 1Y | -10.0% | -26.2% | +16.2% | -12.5% |
| All | -10.0% | -26.0% | +16.0% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling