+565.8%
PLTR vs PSA
+15.2%
+550.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -5.3% | -0.4% | -4.9% | -5.1% |
| 30D | -1.0% | -8.2% | +7.2% | +3.2% |
| 3M | +24.8% | -2.1% | +26.9% | +25.6% |
| 6M | +8.4% | -0.2% | +8.6% | +7.2% |
| YTD | -4.2% | +18.5% | -22.7% | -14.1% |
| 1Y | +9.1% | +6.6% | +2.5% | +3.0% |
| 3Y | +1,025.6% | +24.5% | +1,001.1% | +828.4% |
| 5Y | +565.8% | +13.6% | +552.2% | +468.8% |
| All | +565.8% | +15.2% | +550.5% | +468.8% |
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