+1,735.1%
PLTR vs PBR
+870.6%
+864.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.2% |
| 7D | -6.4% | +8.6% | -15.0% | -7.8% |
| 30D | +10.0% | +12.8% | -2.8% | +7.7% |
| 3M | +23.0% | +14.7% | +8.4% | +19.6% |
| 6M | +13.8% | +25.2% | -11.4% | +8.3% |
| YTD | -1.9% | +77.1% | -79.1% | -12.7% |
| 1Y | +11.6% | +69.6% | -57.9% | +0.1% |
| 3Y | +1,048.4% | +95.6% | +952.8% | +897.3% |
| 5Y | +554.4% | +501.8% | +52.6% | +375.3% |
| All | +1,735.1% | +870.6% | +864.4% | +999.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling