+1,046.2%
PLTR vs PM
+117.4%
+928.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -4.4% |
| 7D | -6.4% | -4.9% | -1.5% | -6.3% |
| 30D | +10.0% | -3.4% | +13.4% | +10.1% |
| 3M | +23.0% | +5.2% | +17.9% | +22.5% |
| 6M | +13.8% | +3.7% | +10.1% | +13.3% |
| YTD | -1.9% | +15.8% | -17.7% | -4.6% |
| 1Y | +11.6% | +17.4% | -5.7% | +8.3% |
| All | +1,046.2% | +117.4% | +928.7% | +707.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling