+552.9%
PLTR vs PATH
-76.4%
+629.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -16.6% | +12.1% | +3.8% |
| 7D | -6.4% | -16.3% | +9.9% | +1.6% |
| 30D | +10.0% | +9.9% | +0.1% | +4.1% |
| 3M | +23.0% | +30.2% | -7.1% | +7.3% |
| 6M | +13.8% | +37.2% | -23.4% | -4.4% |
| YTD | -1.9% | -7.3% | +5.4% | -1.5% |
| 1Y | +11.6% | +40.0% | -28.4% | -15.1% |
| 3Y | +1,048.4% | -4.4% | +1,052.8% | +827.1% |
| All | +552.9% | -76.4% | +629.3% | +807.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling