+531.1%
PLTR vs PBR
+558.3%
-27.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.2% | -4.3% | -2.5% |
| 7D | -9.1% | +4.2% | -13.4% | -9.8% |
| 30D | -5.2% | +22.7% | -27.9% | -8.5% |
| 3M | +27.4% | +21.5% | +5.9% | +22.5% |
| 6M | +9.7% | +24.0% | -14.3% | +4.6% |
| YTD | -6.7% | +88.2% | -94.9% | -18.4% |
| 1Y | -0.5% | +74.8% | -75.3% | -11.9% |
| 3Y | +996.2% | +105.1% | +891.1% | +834.3% |
| 5Y | +531.1% | +572.2% | -41.1% | +334.3% |
| All | +531.1% | +558.3% | -27.2% | +334.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling