+1,660.3%
PLTR vs RMBS
+532.0%
+1,128.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.2% |
| 7D | -4.1% | +1.8% | -5.8% | -4.7% |
| 30D | -2.2% | -13.9% | +11.7% | +2.6% |
| 3M | +27.6% | -39.8% | +67.4% | +48.7% |
| 6M | +10.3% | -6.0% | +16.3% | +0.7% |
| YTD | -5.9% | -5.4% | -0.6% | -18.6% |
| 1Y | +1.7% | -1.8% | +3.6% | -15.5% |
| 3Y | +959.1% | +53.7% | +905.4% | +510.3% |
| 5Y | +536.3% | +268.5% | +267.8% | +96.0% |
| All | +1,660.3% | +532.0% | +1,128.3% | +423.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 RMBS 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