+617.6%
PLTR vs PM
+163.6%
+454.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.1% |
| 7D | +4.7% | +0.5% | +4.2% | +4.7% |
| 30D | -16.4% | -3.2% | -13.2% | -16.2% |
| 3M | -6.2% | +6.2% | -12.4% | -6.5% |
| 6M | +29.2% | +7.7% | +21.5% | +28.6% |
| YTD | -5.5% | +27.3% | -32.8% | -8.4% |
| 1Y | -2.4% | +32.8% | -35.2% | -6.2% |
| 3Y | +752.3% | +150.0% | +602.3% | +611.4% |
| All | +617.6% | +163.6% | +454.0% | +475.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling