+1,681.1%
PLTR vs PTC
+137.9%
+1,543.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.4% | +5.1% | +5.2% |
| 7D | -5.1% | +0.8% | -5.9% | -5.6% |
| 30D | -19.1% | +0.7% | -19.8% | -19.4% |
| 3M | -1.6% | +32.6% | -34.2% | -21.9% |
| 6M | +22.8% | +33.6% | -10.8% | -4.6% |
| YTD | -4.8% | +12.4% | -17.2% | -16.2% |
| 1Y | -4.9% | +11.2% | -16.1% | -15.6% |
| 3Y | +826.1% | +31.7% | +794.4% | +586.1% |
| 5Y | +597.7% | +60.1% | +537.7% | +351.8% |
| All | +1,681.1% | +137.9% | +1,543.2% | +971.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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