+1,046.2%
PLTR vs PTC
-3.9%
+1,050.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.0% | +1.5% | -0.2% |
| 7D | -6.4% | -10.3% | +3.8% | +1.1% |
| 30D | +10.0% | +1.1% | +8.9% | +9.1% |
| 3M | +23.0% | +1.6% | +21.4% | +20.4% |
| 6M | +13.8% | -13.5% | +27.3% | +25.4% |
| YTD | -1.9% | -19.1% | +17.1% | +13.4% |
| 1Y | +11.6% | -33.9% | +45.5% | +51.2% |
| All | +1,046.2% | -3.9% | +1,050.0% | +696.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling