+1,692.6%
PLTR vs NTR
+148.4%
+1,544.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.7% |
| 7D | -5.3% | +3.8% | -9.2% | -6.3% |
| 30D | -1.0% | +25.2% | -26.2% | -6.5% |
| 3M | +24.8% | +21.0% | +3.8% | +18.4% |
| 6M | +8.4% | +7.6% | +0.8% | +5.3% |
| YTD | -4.2% | +32.9% | -37.1% | -12.4% |
| 1Y | +9.1% | +43.1% | -34.0% | -2.7% |
| 3Y | +1,025.6% | +41.6% | +984.0% | +890.3% |
| 5Y | +565.8% | +54.8% | +511.0% | +465.7% |
| All | +1,692.6% | +148.4% | +1,544.2% | +1,282.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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