+1,645.9%
PLTR vs MDY
+113.1%
+1,532.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -0.8% |
| 7D | -9.1% | -2.5% | -6.6% | -5.7% |
| 30D | -5.2% | -5.0% | -0.1% | +2.3% |
| 3M | +27.4% | +0.5% | +26.9% | +26.7% |
| 6M | +9.7% | +8.0% | +1.7% | -2.8% |
| YTD | -6.7% | +12.2% | -18.8% | -22.3% |
| 1Y | -0.5% | +14.0% | -14.5% | -19.0% |
| 3Y | +996.2% | +48.2% | +948.1% | +514.3% |
| 5Y | +531.1% | +46.1% | +485.1% | +284.5% |
| All | +1,645.9% | +113.1% | +1,532.8% | +831.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling