+565.8%
PLTR vs PEG
+38.2%
+527.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | -5.3% | +1.0% | -6.4% | -5.7% |
| 30D | -1.0% | -1.9% | +0.9% | -0.3% |
| 3M | +24.8% | -3.7% | +28.5% | +26.1% |
| 6M | +8.4% | -9.4% | +17.8% | +12.0% |
| YTD | -4.2% | -6.0% | +1.8% | -3.3% |
| 1Y | +9.1% | -4.4% | +13.5% | +8.7% |
| 3Y | +1,025.6% | +33.5% | +992.1% | +897.2% |
| 5Y | +565.8% | +35.7% | +530.0% | +477.0% |
| All | +565.8% | +38.2% | +527.5% | +477.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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