-8.4%
PLTR vs ROIV
+93.5%
-101.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.7% | +2.0% |
| 7D | -12.9% | +5.3% | -18.2% | -13.9% |
| 30D | -17.4% | +11.9% | -29.3% | -19.4% |
| 3M | +2.9% | +10.7% | -7.8% | -0.5% |
| 6M | +19.9% | +34.9% | -15.0% | +9.0% |
| YTD | -9.8% | +79.2% | -88.9% | -25.4% |
| 1Y | -8.4% | +89.0% | -97.4% | -26.5% |
| All | -8.4% | +93.5% | -101.9% | -26.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling