+658.7%
PLTR vs PATH
-79.4%
+738.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.9% | -5.0% | -3.5% |
| 7D | -12.8% | -4.8% | -8.0% | -10.7% |
| 30D | -9.3% | +2.7% | -12.0% | -10.5% |
| 3M | +5.6% | -4.2% | +9.7% | +6.2% |
| 6M | +17.6% | +24.7% | -7.2% | +4.1% |
| YTD | -3.4% | -17.6% | +14.2% | +2.1% |
| 1Y | -10.0% | -5.3% | -4.7% | -13.2% |
| 3Y | +808.9% | -22.0% | +830.9% | +724.4% |
| 5Y | +548.7% | -76.5% | +625.2% | +782.6% |
| All | +658.7% | -79.4% | +738.1% | +947.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling