+29.2%
PLTR vs PSX
+52.3%
-23.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.8% | -2.1% |
| 7D | +4.7% | +7.8% | -3.1% | +4.2% |
| 30D | -16.4% | -10.9% | -5.5% | -17.3% |
| 3M | -6.2% | +14.5% | -20.6% | -6.5% |
| 6M | +29.2% | +56.1% | -26.9% | +27.6% |
| All | +29.2% | +52.3% | -23.1% | +27.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling