+617.6%
PLTR vs RACE
+64.4%
+553.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -3.1% |
| 7D | +4.7% | -1.2% | +5.9% | +5.6% |
| 30D | -16.4% | +6.1% | -22.5% | -20.1% |
| 3M | -6.2% | -0.3% | -5.9% | -6.4% |
| 6M | +29.2% | +23.4% | +5.7% | +10.0% |
| YTD | -5.5% | +12.5% | -18.0% | -16.4% |
| 1Y | -2.4% | -0.5% | -1.9% | -4.8% |
| 3Y | +752.3% | +23.6% | +728.7% | +472.0% |
| All | +617.6% | +64.4% | +553.2% | +214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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