+503.0%
PLTR vs ROIV
+298.6%
+204.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.7% |
| 7D | +0.4% | +9.5% | -9.1% | -1.7% |
| 30D | -17.5% | +21.0% | -38.5% | -21.3% |
| 3M | -1.5% | +18.7% | -20.2% | -6.4% |
| 6M | +25.9% | +44.5% | -18.6% | +13.3% |
| YTD | -3.0% | +92.9% | -95.9% | -19.4% |
| 1Y | -9.7% | +100.2% | -110.0% | -25.8% |
| 3Y | +776.5% | +375.0% | +401.4% | +480.6% |
| 5Y | +649.9% | +435.2% | +214.7% | +307.0% |
| All | +503.0% | +298.6% | +204.4% | +276.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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