+1,668.3%
PLTR vs NI
+155.5%
+1,512.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.1% |
| 7D | +4.7% | +4.3% | +0.4% | +4.4% |
| 30D | -16.4% | +12.4% | -28.8% | -17.2% |
| 3M | -6.2% | +10.2% | -16.3% | -6.9% |
| 6M | +29.2% | -0.8% | +30.0% | +29.4% |
| YTD | -5.5% | +13.2% | -18.7% | -7.4% |
| 1Y | -2.4% | +10.1% | -12.5% | -3.9% |
| 3Y | +752.3% | +103.1% | +649.2% | +705.4% |
| 5Y | +635.8% | +115.5% | +520.3% | +637.7% |
| All | +1,668.3% | +155.5% | +1,512.8% | +1,744.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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