+973.7%
PLTR vs RJF
+71.0%
+902.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | 0.0% |
| 7D | 0.0% | -0.3% | +0.3% | +0.4% |
| 30D | -3.3% | -2.0% | -1.2% | -1.8% |
| 3M | +28.4% | +16.3% | +12.0% | +14.8% |
| 6M | +8.4% | +16.9% | -8.5% | -4.3% |
| YTD | -4.6% | +10.4% | -15.1% | -13.2% |
| 1Y | +4.4% | +7.4% | -3.0% | -3.3% |
| All | +973.7% | +71.0% | +902.7% | +565.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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