+1,645.9%
PLTR vs MO
+177.5%
+1,468.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.1% |
| 7D | -9.1% | -1.0% | -8.1% | -9.2% |
| 30D | -5.2% | +5.8% | -11.0% | -5.0% |
| 3M | +27.4% | -4.5% | +31.9% | +27.3% |
| 6M | +9.7% | +5.7% | +4.0% | +9.8% |
| YTD | -6.7% | +23.1% | -29.8% | -7.2% |
| 1Y | -0.5% | +10.9% | -11.4% | -0.6% |
| 3Y | +996.2% | +96.1% | +900.1% | +935.4% |
| 5Y | +531.1% | +100.1% | +431.0% | +505.5% |
| All | +1,645.9% | +177.5% | +1,468.4% | +1,693.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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