+1,046.2%
PLTR vs ROIV
+200.3%
+845.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -5.0% |
| 7D | -6.4% | +0.6% | -7.1% | -6.6% |
| 30D | +10.0% | +1.0% | +9.1% | +9.5% |
| 3M | +23.0% | +18.3% | +4.7% | +16.0% |
| 6M | +13.8% | +18.3% | -4.5% | +6.6% |
| YTD | -1.9% | +61.0% | -62.9% | -17.8% |
| 1Y | +11.6% | +177.9% | -166.2% | -24.0% |
| All | +1,046.2% | +200.3% | +845.8% | +616.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling