+496.1%
PLTR vs OUST
-56.4%
+552.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -9.0% | -0.7% | -7.6% |
| 7D | -21.1% | -5.0% | -16.1% | -20.3% |
| 30D | -19.3% | -32.0% | +12.7% | -12.2% |
| 3M | -2.2% | -32.4% | +30.2% | +5.0% |
| 6M | +14.0% | +6.7% | +7.3% | +0.8% |
| YTD | -12.8% | +41.0% | -53.8% | -30.1% |
| 1Y | -17.5% | +18.0% | -35.5% | -31.0% |
| 3Y | +720.5% | +560.6% | +159.9% | +222.2% |
| 5Y | +496.1% | -55.1% | +551.2% | +505.1% |
| All | +496.1% | -56.4% | +552.5% | +505.1% |
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