+649.6%
PLTR vs PEG
+41.8%
+607.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | 0.0% |
| 7D | -3.8% | +2.6% | -6.3% | -4.7% |
| 30D | -19.2% | +3.3% | -22.6% | -20.4% |
| 3M | -3.7% | +1.1% | -4.7% | -4.3% |
| 6M | +22.5% | -1.4% | +24.0% | +22.1% |
| YTD | -5.0% | -4.6% | -0.4% | -4.8% |
| 1Y | -12.8% | -7.2% | -5.6% | -11.3% |
| 3Y | +758.3% | +33.7% | +724.5% | +645.9% |
| 5Y | +649.6% | +40.8% | +608.8% | +547.4% |
| All | +649.6% | +41.8% | +607.9% | +547.4% |
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