+548.8%
PLTR vs MO
+96.7%
+452.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.5% |
| 7D | 0.0% | -2.4% | +2.4% | 0.0% |
| 30D | -3.3% | +3.6% | -6.8% | -3.2% |
| 3M | +28.4% | -3.7% | +32.1% | +28.4% |
| 6M | +8.4% | +4.5% | +3.9% | +8.0% |
| YTD | -4.6% | +21.5% | -26.1% | -6.4% |
| 1Y | +4.4% | +9.5% | -5.1% | +3.6% |
| 3Y | +1,020.5% | +93.6% | +926.9% | +894.8% |
| 5Y | +548.8% | +97.5% | +451.3% | +503.1% |
| All | +548.8% | +96.7% | +452.1% | +503.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling