+1,735.1%
PLTR vs PBF
+1,360.5%
+374.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.3% |
| 7D | -6.4% | +4.3% | -10.7% | -6.9% |
| 30D | +10.0% | +22.0% | -11.9% | +7.2% |
| 3M | +23.0% | +74.5% | -51.5% | +13.8% |
| 6M | +13.8% | +67.7% | -53.9% | +4.7% |
| YTD | -1.9% | +179.2% | -181.1% | -16.3% |
| 1Y | +11.6% | +170.0% | -158.3% | -4.8% |
| 3Y | +1,048.4% | +66.4% | +982.0% | +902.6% |
| 5Y | +554.4% | +764.5% | -210.1% | +338.6% |
| All | +1,735.1% | +1,360.5% | +374.5% | +1,056.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling