+1,684.5%
PLTR vs PSX
+526.5%
+1,158.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.6% |
| 7D | 0.0% | +1.8% | -1.8% | -0.5% |
| 30D | -3.3% | +21.6% | -24.9% | -8.2% |
| 3M | +28.4% | +46.5% | -18.1% | +15.6% |
| 6M | +8.4% | +62.0% | -53.6% | -5.5% |
| YTD | -4.6% | +106.3% | -110.9% | -22.5% |
| 1Y | +4.4% | +103.0% | -98.5% | -15.0% |
| 3Y | +1,020.5% | +135.5% | +885.0% | +757.5% |
| 5Y | +548.8% | +368.5% | +180.3% | +329.1% |
| All | +1,684.5% | +526.5% | +1,158.1% | +999.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 10y: compounded portfolio wealth divided by compounded PSX 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…
10y analysis · Full analysis span regression · 6 months rolling