-12.6%
PLTR vs PEP
+3.6%
-16.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +5.6% |
| 7D | -5.1% | +1.0% | -6.2% | -4.8% |
| 30D | -19.1% | +12.6% | -31.7% | -16.5% |
| 3M | -1.6% | +3.1% | -4.8% | -0.2% |
| 6M | +22.8% | -6.3% | +29.1% | +19.3% |
| YTD | -4.8% | +1.9% | -6.7% | -7.3% |
| All | -12.6% | +3.6% | -16.2% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling