+565.8%
PLTR vs MTB
+102.5%
+463.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -5.3% | +2.8% | -8.1% | -6.7% |
| 30D | -1.0% | -4.2% | +3.2% | +1.2% |
| 3M | +24.8% | +7.8% | +17.0% | +19.3% |
| 6M | +8.4% | +14.8% | -6.5% | -0.6% |
| YTD | -4.2% | +20.8% | -25.0% | -15.2% |
| 1Y | +9.1% | +23.1% | -14.0% | -4.6% |
| 3Y | +1,025.6% | +114.8% | +910.8% | +634.6% |
| 5Y | +565.8% | +103.3% | +462.5% | +351.6% |
| All | +565.8% | +102.5% | +463.3% | +351.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling