+1,645.9%
PLTR vs PGR
+169.4%
+1,476.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.2% |
| 7D | -9.1% | -3.4% | -5.7% | -8.9% |
| 30D | -5.2% | +1.8% | -7.0% | -5.3% |
| 3M | +27.4% | +5.9% | +21.5% | +27.0% |
| 6M | +9.7% | +4.6% | +5.2% | +9.5% |
| YTD | -6.7% | +1.1% | -7.8% | -6.7% |
| 1Y | -0.5% | -6.6% | +6.0% | +0.4% |
| 3Y | +996.2% | +74.2% | +922.0% | +999.7% |
| 5Y | +531.1% | +159.5% | +371.6% | +613.8% |
| All | +1,645.9% | +169.4% | +1,476.5% | +2,029.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 all: compounded portfolio wealth divided by compounded PGR 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…
all analysis · Full analysis span regression · 6 months rolling