+552.9%
PLTR vs PR
+433.6%
+119.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.1% |
| 7D | -6.4% | +2.9% | -9.3% | -7.1% |
| 30D | +10.0% | +18.0% | -8.0% | +5.5% |
| 3M | +23.0% | +16.9% | +6.2% | +17.4% |
| 6M | +13.8% | +28.2% | -14.4% | +5.3% |
| YTD | -1.9% | +69.3% | -71.3% | -16.3% |
| 1Y | +11.6% | +69.5% | -57.9% | -5.3% |
| 3Y | +1,048.4% | +81.7% | +966.7% | +834.3% |
| All | +552.9% | +433.6% | +119.3% | +315.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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