+597.7%
PLTR vs OUST
-50.0%
+647.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +10.8% | -5.3% | +2.9% |
| 7D | -5.1% | +36.7% | -41.8% | -12.5% |
| 30D | -19.1% | -3.3% | -15.7% | -19.1% |
| 3M | -1.6% | -11.1% | +9.5% | -1.1% |
| 6M | +22.8% | +53.1% | -30.3% | -0.5% |
| YTD | -4.8% | +78.2% | -83.0% | -28.2% |
| 1Y | -4.9% | +50.0% | -54.9% | -25.2% |
| 3Y | +826.1% | +836.2% | -10.1% | +226.6% |
| 5Y | +597.7% | -50.0% | +647.7% | +708.3% |
| All | +597.7% | -50.0% | +647.7% | +708.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 OUST 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