+1,692.6%
PLTR vs PEP
+21.5%
+1,671.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.2% |
| 7D | -5.3% | +0.1% | -5.4% | -5.3% |
| 30D | -1.0% | +0.7% | -1.6% | -0.9% |
| 3M | +24.8% | -0.5% | +25.3% | +24.6% |
| 6M | +8.4% | -11.3% | +19.7% | +6.5% |
| YTD | -4.2% | -0.6% | -3.6% | -4.4% |
| 1Y | +9.1% | +1.7% | +7.4% | +9.1% |
| 3Y | +1,025.6% | -12.5% | +1,038.1% | +1,025.5% |
| 5Y | +565.8% | +3.9% | +561.9% | +597.6% |
| All | +1,692.6% | +21.5% | +1,671.1% | +1,889.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 PEP 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