+1,706.1%
PLTR vs PSX
+531.6%
+1,174.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | +10.7% | +6.4% | +4.3% | +9.0% |
| 30D | -17.8% | -10.2% | -7.6% | -15.6% |
| 3M | +0.3% | +17.2% | -16.9% | -4.2% |
| 6M | +26.2% | +51.8% | -25.6% | +12.0% |
| YTD | -3.5% | +108.0% | -111.5% | -22.0% |
| 1Y | -6.8% | +96.1% | -103.0% | -23.6% |
| 3Y | +772.3% | +155.9% | +616.4% | +553.3% |
| 5Y | +651.6% | +306.9% | +344.6% | +406.6% |
| All | +1,706.1% | +531.6% | +1,174.5% | +1,006.8% |
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