+548.8%
PLTR vs LOW
+7.0%
+541.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.3% |
| 7D | 0.0% | -0.6% | +0.7% | +0.5% |
| 30D | -3.3% | -9.3% | +6.0% | +3.0% |
| 3M | +28.4% | -8.1% | +36.4% | +35.3% |
| 6M | +8.4% | -19.8% | +28.1% | +23.3% |
| YTD | -4.6% | -16.4% | +11.7% | +3.5% |
| 1Y | +4.4% | -24.7% | +29.1% | +22.1% |
| 3Y | +1,020.5% | -8.8% | +1,029.3% | +958.4% |
| 5Y | +548.8% | +7.8% | +541.0% | +359.6% |
| All | +548.8% | +7.0% | +541.8% | +359.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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