+1,681.1%
PLTR vs PM
+243.5%
+1,437.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +7.9% | +5.5% |
| 7D | -5.1% | -7.3% | +2.2% | -5.1% |
| 30D | -19.1% | -4.0% | -15.1% | -19.0% |
| 3M | -1.6% | +2.7% | -4.4% | -1.6% |
| 6M | +22.8% | +14.9% | +7.9% | +22.5% |
| YTD | -4.8% | +23.5% | -28.3% | -5.8% |
| 1Y | -4.9% | +30.4% | -35.3% | -6.4% |
| 3Y | +826.1% | +143.2% | +682.9% | +773.5% |
| 5Y | +597.7% | +159.5% | +438.3% | +573.3% |
| All | +1,681.1% | +243.5% | +1,437.6% | +1,902.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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