+651.6%
PLTR vs ROIV
+413.4%
+238.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +4.0% | +0.7% |
| 7D | +10.7% | +9.2% | +1.5% | +8.1% |
| 30D | -17.8% | +19.9% | -37.7% | -21.7% |
| 3M | +0.3% | +10.6% | -10.3% | -3.3% |
| 6M | +26.2% | +36.1% | -9.9% | +14.2% |
| YTD | -3.5% | +84.3% | -87.8% | -20.3% |
| 1Y | -6.8% | +87.6% | -94.4% | -23.5% |
| 3Y | +772.3% | +353.9% | +418.4% | +460.5% |
| 5Y | +651.6% | +376.1% | +275.5% | +269.5% |
| All | +651.6% | +413.4% | +238.2% | +269.5% |
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