+1,735.1%
PLTR vs PTC
+71.2%
+1,663.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.0% | +1.5% | 0.0% |
| 7D | -6.4% | -10.3% | +3.8% | +1.5% |
| 30D | +10.0% | +1.1% | +8.9% | +8.9% |
| 3M | +23.0% | +1.6% | +21.4% | +19.9% |
| 6M | +13.8% | -13.5% | +27.3% | +25.1% |
| YTD | -1.9% | -19.1% | +17.1% | +12.7% |
| 1Y | +11.6% | -33.9% | +45.5% | +49.9% |
| 3Y | +1,048.4% | -3.9% | +1,052.3% | +1,005.4% |
| 5Y | +554.4% | +6.0% | +548.4% | +472.1% |
| All | +1,735.1% | +71.2% | +1,663.8% | +1,341.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling