+765.0%
PLTR vs ROIV
+314.9%
+450.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.7% | +1.1% |
| 7D | -12.9% | +5.3% | -18.2% | -14.6% |
| 30D | -17.4% | +11.9% | -29.3% | -20.8% |
| 3M | +2.9% | +10.7% | -7.8% | -2.6% |
| 6M | +19.9% | +34.9% | -15.0% | +3.1% |
| YTD | -9.8% | +79.2% | -88.9% | -33.1% |
| 1Y | -8.4% | +89.0% | -97.4% | -34.2% |
| 3Y | +765.0% | +337.3% | +427.7% | +281.1% |
| All | +765.0% | +314.9% | +450.1% | +281.1% |
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