+617.6%
PLTR vs PEP
+5.2%
+612.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.3% | -1.8% |
| 7D | +4.7% | +2.9% | +1.8% | +5.1% |
| 30D | -16.4% | +12.5% | -28.9% | -15.3% |
| 3M | -6.2% | +4.5% | -10.7% | -5.4% |
| 6M | +29.2% | -0.5% | +29.7% | +29.4% |
| YTD | -5.5% | +4.4% | -9.9% | -5.2% |
| 1Y | -2.4% | +4.4% | -6.8% | -2.1% |
| 3Y | +752.3% | -3.4% | +755.7% | +752.1% |
| All | +617.6% | +5.2% | +612.4% | +616.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling