+736.0%
PLTR vs PATH
-24.3%
+760.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -3.7% | -6.0% | -8.4% |
| 7D | -21.1% | -5.6% | -15.5% | -19.3% |
| 30D | -19.3% | -0.7% | -18.6% | -19.0% |
| 3M | -2.2% | -5.9% | +3.7% | -0.6% |
| 6M | +14.0% | +21.6% | -7.6% | +6.3% |
| YTD | -12.8% | -20.6% | +7.8% | -8.2% |
| 1Y | -17.5% | -10.6% | -6.9% | -17.5% |
| All | +736.0% | -24.3% | +760.3% | +755.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 3y: compounded portfolio wealth divided by compounded PATH 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…
3y analysis · Full analysis span regression · 6 months rolling