+1,714.7%
PLTR vs MTB
+191.3%
+1,523.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.2% |
| 7D | +0.4% | -2.0% | +2.4% | +1.2% |
| 30D | -17.5% | +0.1% | -17.6% | -17.5% |
| 3M | -1.5% | -12.1% | +10.7% | +3.2% |
| 6M | +25.9% | +7.3% | +18.6% | +22.2% |
| YTD | -3.0% | +11.5% | -14.5% | -8.0% |
| 1Y | -9.7% | +21.3% | -31.0% | -17.1% |
| 3Y | +776.5% | +104.1% | +672.3% | +590.1% |
| 5Y | +649.9% | +61.8% | +588.1% | +531.0% |
| All | +1,714.7% | +191.3% | +1,523.4% | +1,394.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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