+552.9%
PLTR vs OUST
-56.2%
+609.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -4.9% |
| 7D | -6.4% | +5.2% | -11.6% | -7.6% |
| 30D | +10.0% | -19.3% | +29.3% | +14.9% |
| 3M | +23.0% | -22.6% | +45.7% | +24.0% |
| 6M | +13.8% | +62.8% | -49.0% | -9.7% |
| YTD | -1.9% | +68.3% | -70.3% | -23.7% |
| 1Y | +11.6% | +28.5% | -16.9% | -9.4% |
| 3Y | +1,048.4% | +554.0% | +494.4% | +361.7% |
| All | +552.9% | -56.2% | +609.1% | +600.8% |
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