+597.7%
PLTR vs PSA
+30.6%
+567.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | -5.1% | +1.5% | -6.6% | -5.8% |
| 30D | -19.1% | +16.7% | -35.7% | -25.2% |
| 3M | -1.6% | +4.0% | -5.7% | -3.8% |
| 6M | +22.8% | +10.9% | +11.9% | +15.6% |
| YTD | -4.8% | +34.2% | -39.0% | -20.3% |
| 1Y | -4.9% | +26.6% | -31.6% | -17.9% |
| 3Y | +826.1% | +54.7% | +771.4% | +561.2% |
| 5Y | +597.7% | +30.0% | +567.7% | +450.5% |
| All | +597.7% | +30.6% | +567.2% | +450.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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