+649.9%
PLTR vs LII
+20.3%
+629.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.7% |
| 7D | +0.4% | -2.3% | +2.7% | +1.7% |
| 30D | -17.5% | -1.7% | -15.8% | -17.4% |
| 3M | -1.5% | -18.3% | +16.8% | +8.7% |
| 6M | +25.9% | -32.3% | +58.3% | +48.4% |
| YTD | -3.0% | -27.1% | +24.1% | +5.0% |
| 1Y | -9.7% | -27.2% | +17.5% | -2.2% |
| 3Y | +776.5% | -8.9% | +785.4% | +608.0% |
| 5Y | +649.9% | +19.7% | +630.2% | +289.9% |
| All | +649.9% | +20.3% | +629.6% | +289.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling