+1.7%
PLTR vs PBR
+74.3%
-72.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +0.7% |
| 7D | -4.1% | +5.4% | -9.4% | -3.5% |
| 30D | -2.2% | +22.9% | -25.1% | -0.5% |
| 3M | +27.6% | +19.6% | +7.9% | +29.2% |
| 6M | +10.3% | +16.5% | -6.2% | +10.9% |
| YTD | -5.9% | +86.7% | -92.6% | -7.3% |
| 1Y | +1.7% | +74.7% | -73.0% | -0.4% |
| All | +1.7% | +74.3% | -72.6% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling