+531.1%
PLTR vs QSR
+40.6%
+490.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.8% |
| 7D | -9.1% | -4.7% | -4.4% | -6.7% |
| 30D | -5.2% | +4.3% | -9.5% | -7.6% |
| 3M | +27.4% | +5.4% | +21.9% | +23.4% |
| 6M | +9.7% | +8.2% | +1.6% | +4.0% |
| YTD | -6.7% | +14.1% | -20.8% | -14.7% |
| 1Y | -0.5% | +28.1% | -28.6% | -16.5% |
| 3Y | +996.2% | +25.3% | +971.0% | +764.8% |
| 5Y | +531.1% | +40.4% | +490.7% | +278.8% |
| All | +531.1% | +40.6% | +490.5% | +278.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 5y: compounded portfolio wealth divided by compounded QSR 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…
5y analysis · Full analysis span regression · 6 months rolling