+758.3%
PLTR vs LII
-8.4%
+766.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -3.8% | +0.4% | -4.2% | -3.8% |
| 30D | -19.2% | -2.4% | -16.9% | -18.9% |
| 3M | -3.7% | -17.5% | +13.8% | +1.7% |
| 6M | +22.5% | -32.8% | +55.3% | +34.8% |
| YTD | -5.0% | -27.7% | +22.7% | -0.8% |
| 1Y | -12.8% | -28.1% | +15.3% | -8.7% |
| 3Y | +758.3% | -9.7% | +767.9% | +710.1% |
| All | +758.3% | -8.4% | +766.6% | +710.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling