+752.3%
PLTR vs PBR
+69.2%
+683.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.3% |
| 7D | +4.7% | -1.0% | +5.8% | +4.9% |
| 30D | -16.4% | -29.3% | +12.9% | -12.2% |
| 3M | -6.2% | +5.5% | -11.7% | -8.6% |
| 6M | +29.2% | -2.9% | +32.1% | +27.6% |
| YTD | -5.5% | +61.5% | -67.0% | -21.2% |
| 1Y | -2.4% | +46.9% | -49.3% | -16.1% |
| 3Y | +752.3% | +66.4% | +685.9% | +527.8% |
| All | +752.3% | +69.2% | +683.1% | +527.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling