+565.8%
PLTR vs PBF
+735.5%
-169.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.3% | -5.6% | -2.7% |
| 7D | -5.3% | +2.4% | -7.7% | -5.6% |
| 30D | -1.0% | +24.9% | -25.9% | -3.7% |
| 3M | +24.8% | +81.9% | -57.1% | +15.1% |
| 6M | +8.4% | +79.4% | -71.0% | -0.8% |
| YTD | -4.2% | +188.3% | -192.5% | -18.3% |
| 1Y | +9.1% | +177.3% | -168.2% | -7.0% |
| 3Y | +1,025.6% | +56.0% | +969.6% | +879.3% |
| 5Y | +565.8% | +804.0% | -238.3% | +330.1% |
| All | +565.8% | +735.5% | -169.7% | +330.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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