+1,684.5%
PLTR vs MTB
+214.9%
+1,469.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | 0.0% | +1.1% | -1.0% | -0.3% |
| 30D | -3.3% | -4.6% | +1.4% | -1.6% |
| 3M | +28.4% | +6.3% | +22.1% | +25.2% |
| 6M | +8.4% | +15.6% | -7.2% | +2.0% |
| YTD | -4.6% | +20.6% | -25.2% | -12.0% |
| 1Y | +4.4% | +22.5% | -18.1% | -4.3% |
| 3Y | +1,020.5% | +114.4% | +906.1% | +765.8% |
| 5Y | +548.8% | +101.9% | +446.9% | +433.7% |
| All | +1,684.5% | +214.9% | +1,469.6% | +1,329.3% |
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