+565.8%
PLTR vs PSX
+349.1%
+216.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.8% |
| 7D | -5.3% | +2.8% | -8.2% | -6.2% |
| 30D | -1.0% | +27.8% | -28.8% | -8.3% |
| 3M | +24.8% | +42.0% | -17.2% | +11.6% |
| 6M | +8.4% | +58.1% | -49.8% | -6.8% |
| YTD | -4.2% | +105.0% | -109.2% | -24.7% |
| 1Y | +9.1% | +104.9% | -95.8% | -14.5% |
| 3Y | +1,025.6% | +134.1% | +891.5% | +716.6% |
| 5Y | +565.8% | +363.8% | +201.9% | +294.0% |
| All | +565.8% | +349.1% | +216.6% | +294.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling