+765.0%
PLTR vs MDB
-9.9%
+774.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +2.5% |
| 7D | -12.9% | -11.4% | -1.5% | -9.0% |
| 30D | -17.4% | -13.8% | -3.6% | -12.9% |
| 3M | +2.9% | -15.5% | +18.3% | +7.8% |
| 6M | +19.9% | +17.9% | +1.9% | +12.6% |
| YTD | -9.8% | -25.5% | +15.7% | -4.5% |
| 1Y | -8.4% | -12.1% | +3.7% | -8.2% |
| 3Y | +765.0% | -5.9% | +770.9% | +690.2% |
| All | +765.0% | -9.9% | +774.9% | +690.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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