+552.9%
PLTR vs ON
+62.4%
+490.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.9% |
| 7D | -6.4% | +2.4% | -8.9% | -7.2% |
| 30D | +10.0% | -3.3% | +13.3% | +11.2% |
| 3M | +23.0% | -43.6% | +66.6% | +46.6% |
| 6M | +13.8% | +19.0% | -5.2% | -6.7% |
| YTD | -1.9% | +37.4% | -39.3% | -26.4% |
| 1Y | +11.6% | +54.8% | -43.1% | -22.1% |
| 3Y | +1,048.4% | -25.2% | +1,073.6% | +946.1% |
| All | +552.9% | +62.4% | +490.5% | +257.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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