+649.9%
PLTR vs RMBS
+249.4%
+400.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.7% | -3.6% | +0.1% |
| 7D | +0.4% | +3.0% | -2.6% | -0.8% |
| 30D | -17.5% | -15.5% | -2.0% | -12.9% |
| 3M | -1.5% | -11.5% | +10.0% | +1.0% |
| 6M | +25.9% | -36.5% | +62.5% | +39.2% |
| YTD | -3.0% | -7.1% | +4.1% | -16.9% |
| 1Y | -9.7% | -18.7% | +8.9% | -17.9% |
| 3Y | +776.5% | +36.2% | +740.3% | +427.8% |
| 5Y | +649.9% | +252.0% | +397.9% | +90.6% |
| All | +649.9% | +249.4% | +400.5% | +90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling