+752.3%
PLTR vs MDY
+56.8%
+695.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -1.9% |
| 7D | +4.7% | +2.3% | +2.5% | +1.6% |
| 30D | -16.4% | +2.0% | -18.4% | -18.2% |
| 3M | -6.2% | -5.6% | -0.5% | +1.9% |
| 6M | +29.2% | +1.3% | +27.9% | +27.5% |
| YTD | -5.5% | +12.3% | -17.8% | -20.4% |
| 1Y | -2.4% | +15.8% | -18.2% | -21.3% |
| 3Y | +752.3% | +56.5% | +695.8% | +391.7% |
| All | +752.3% | +56.8% | +695.5% | +391.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling