+617.6%
PLTR vs MDY
+34.6%
+583.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -1.9% |
| 7D | +4.7% | +2.3% | +2.5% | +1.1% |
| 30D | -16.4% | +2.0% | -18.4% | -18.6% |
| 3M | -6.2% | -5.6% | -0.5% | +3.3% |
| 6M | +29.2% | +1.3% | +27.9% | +26.8% |
| YTD | -5.5% | +12.3% | -17.8% | -22.8% |
| 1Y | -2.4% | +15.8% | -18.2% | -24.2% |
| 3Y | +752.3% | +56.5% | +695.8% | +293.7% |
| All | +617.6% | +34.6% | +583.0% | +337.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling