+651.6%
PLTR vs MA
+88.8%
+562.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | +0.6% |
| 7D | +10.7% | -0.5% | +11.2% | +11.2% |
| 30D | -17.8% | +7.9% | -25.7% | -23.6% |
| 3M | +0.3% | +16.8% | -16.5% | -13.7% |
| 6M | +26.2% | +31.0% | -4.8% | -3.2% |
| YTD | -3.5% | +15.0% | -18.5% | -17.1% |
| 1Y | -6.8% | +17.0% | -23.9% | -21.6% |
| 3Y | +772.3% | +68.5% | +703.8% | +384.3% |
| 5Y | +651.6% | +85.0% | +566.6% | +287.6% |
| All | +651.6% | +88.8% | +562.7% | +287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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