-12.8%
PLTR vs ROIV
+104.3%
-117.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.5% |
| 7D | -3.8% | +14.3% | -18.0% | -6.6% |
| 30D | -19.2% | +16.2% | -35.5% | -21.9% |
| 3M | -3.7% | +15.1% | -18.8% | -7.5% |
| 6M | +22.5% | +44.2% | -21.7% | +10.0% |
| YTD | -5.0% | +89.8% | -94.8% | -21.7% |
| 1Y | -12.8% | +94.6% | -107.4% | -28.2% |
| All | -12.8% | +104.3% | -117.1% | -28.2% |
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 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