+552.9%
PLTR vs ROIV
+250.7%
+302.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -4.9% |
| 7D | -6.4% | +0.6% | -7.1% | -6.6% |
| 30D | +10.0% | +1.0% | +9.1% | +9.7% |
| 3M | +23.0% | +18.3% | +4.7% | +17.6% |
| 6M | +13.8% | +18.3% | -4.5% | +8.3% |
| YTD | -1.9% | +61.0% | -62.9% | -14.0% |
| 1Y | +11.6% | +177.9% | -166.2% | -15.2% |
| 3Y | +1,048.4% | +199.1% | +849.4% | +740.1% |
| All | +552.9% | +250.7% | +302.2% | +280.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling