+509.8%
PLTR vs ROIV
+232.7%
+277.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.1% |
| 1Y | +11.6% | +177.9% | -166.2% | -15.3% |
| 3Y | +1,048.4% | +199.1% | +849.4% | +738.2% |
| 5Y | +554.4% | +250.7% | +303.7% | +306.5% |
| All | +509.8% | +232.7% | +277.1% | +300.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling