+1,714.7%
PLTR vs PENG
+257.5%
+1,457.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PENG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +10.3% | -8.2% | -0.7% |
| 7D | +0.4% | +1.9% | -1.5% | -0.8% |
| 30D | -17.5% | -37.8% | +20.3% | -7.7% |
| 3M | -1.5% | -14.1% | +12.6% | -0.7% |
| 6M | +25.9% | +13.1% | +12.8% | +7.7% |
| YTD | -3.0% | +151.8% | -154.8% | -39.6% |
| 1Y | -9.7% | +136.0% | -145.7% | -42.5% |
| 3Y | +776.5% | +217.9% | +558.5% | +356.2% |
| 5Y | +649.9% | +64.1% | +585.8% | +340.6% |
| All | +1,714.7% | +257.5% | +1,457.2% | +711.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PENG.
Daily Out/Under-Performance
Portfolio return minus PENG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PENG 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 10y: compounded portfolio wealth divided by compounded PENG 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…
10y analysis · Full analysis span regression · 6 months rolling