+1,684.5%
PLTR vs NRG
+354.6%
+1,329.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.6% | +3.1% | +0.6% |
| 7D | 0.0% | +3.9% | -3.8% | -1.2% |
| 30D | -3.3% | -3.0% | -0.3% | -2.8% |
| 3M | +28.4% | -10.9% | +39.3% | +28.0% |
| 6M | +8.4% | -25.3% | +33.7% | +14.0% |
| YTD | -4.6% | -26.8% | +22.2% | 0.0% |
| 1Y | +4.4% | -23.3% | +27.7% | +6.9% |
| 3Y | +1,020.5% | +208.6% | +811.9% | +536.8% |
| 5Y | +548.8% | +194.1% | +354.7% | +267.8% |
| All | +1,684.5% | +354.6% | +1,329.9% | +981.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 all: compounded portfolio wealth divided by compounded NRG 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…
all analysis · Full analysis span regression · 6 months rolling