+552.9%
PLTR vs MDB
-28.4%
+581.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | -2.7% |
| 7D | -6.4% | -17.4% | +11.0% | +1.7% |
| 30D | +10.0% | -2.0% | +12.1% | +10.6% |
| 3M | +23.0% | -3.0% | +26.0% | +24.4% |
| 6M | +13.8% | +48.7% | -34.9% | -5.7% |
| YTD | -1.9% | -12.1% | +10.2% | -0.9% |
| 1Y | +11.6% | +14.5% | -2.8% | -0.7% |
| 3Y | +1,048.4% | -6.1% | +1,054.6% | +875.4% |
| All | +552.9% | -28.4% | +581.3% | +433.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling