+1,735.1%
PLTR vs PSX
+512.8%
+1,222.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.5% |
| 7D | -6.4% | +4.5% | -11.0% | -7.6% |
| 30D | +10.0% | +26.6% | -16.6% | +3.2% |
| 3M | +23.0% | +39.3% | -16.2% | +12.3% |
| 6M | +13.8% | +56.8% | -43.0% | +0.1% |
| YTD | -1.9% | +101.8% | -103.7% | -19.8% |
| 1Y | +11.6% | +99.6% | -88.0% | -8.7% |
| 3Y | +1,048.4% | +140.3% | +908.1% | +776.3% |
| 5Y | +554.4% | +339.3% | +215.1% | +338.2% |
| All | +1,735.1% | +512.8% | +1,222.2% | +1,037.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling