+531.1%
PLTR vs MXL
+29.7%
+501.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.9% | -1.5% |
| 7D | -9.1% | +16.6% | -25.8% | -12.4% |
| 30D | -5.2% | +0.5% | -5.7% | -6.5% |
| 3M | +27.4% | -3.6% | +31.0% | +19.5% |
| 6M | +9.7% | +328.0% | -318.3% | -44.3% |
| YTD | -6.7% | +297.8% | -304.5% | -52.2% |
| 1Y | -0.5% | +339.4% | -339.9% | -51.9% |
| 3Y | +996.2% | +201.7% | +794.5% | +404.0% |
| 5Y | +531.1% | +32.8% | +498.4% | +351.4% |
| All | +531.1% | +29.7% | +501.4% | +351.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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