+1,735.1%
PLTR vs MO
+177.9%
+1,557.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.5% |
| 7D | -6.4% | +0.3% | -6.8% | -6.4% |
| 30D | +10.0% | +0.6% | +9.4% | +10.1% |
| 3M | +23.0% | -1.0% | +24.0% | +23.1% |
| 6M | +13.8% | +4.3% | +9.5% | +13.9% |
| YTD | -1.9% | +23.3% | -25.2% | -2.5% |
| 1Y | +11.6% | +10.5% | +1.2% | +11.7% |
| 3Y | +1,048.4% | +96.3% | +952.2% | +984.7% |
| 5Y | +554.4% | +98.9% | +455.5% | +527.0% |
| All | +1,735.1% | +177.9% | +1,557.2% | +1,785.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling