+1,668.3%
PLTR vs RGEN
+11.9%
+1,656.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.4% |
| 7D | +4.7% | -3.3% | +8.0% | +6.0% |
| 30D | -16.4% | -5.8% | -10.6% | -14.4% |
| 3M | -6.2% | +0.2% | -6.3% | -7.0% |
| 6M | +29.2% | +56.8% | -27.6% | +6.0% |
| YTD | -5.5% | +2.4% | -7.9% | -9.2% |
| 1Y | -2.4% | +11.4% | -13.9% | -9.4% |
| 3Y | +752.3% | +15.2% | +737.1% | +609.9% |
| 5Y | +635.8% | -35.1% | +670.9% | +613.8% |
| All | +1,668.3% | +11.9% | +1,656.4% | +1,453.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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