+552.9%
PLTR vs MA
+73.0%
+479.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -3.5% |
| 7D | -6.4% | -2.7% | -3.7% | -4.2% |
| 30D | +10.0% | +1.5% | +8.5% | +8.0% |
| 3M | +23.0% | +20.4% | +2.6% | +3.0% |
| 6M | +13.8% | +11.1% | +2.7% | +2.1% |
| YTD | -1.9% | +2.0% | -3.9% | -5.3% |
| 1Y | +11.6% | -2.2% | +13.8% | +11.0% |
| 3Y | +1,048.4% | +41.9% | +1,006.5% | +679.9% |
| All | +552.9% | +73.0% | +479.9% | +279.3% |
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