-6.8%
PLTR vs STX
+90.4%
-97.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.3% |
| 7D | +10.7% | +16.8% | -6.1% | +8.8% |
| 30D | -17.8% | -27.0% | +9.3% | -16.2% |
| 3M | +0.3% | -37.9% | +38.2% | +2.7% |
| 6M | +26.2% | -32.5% | +58.7% | +26.0% |
| YTD | -3.5% | +98.6% | -102.1% | -25.3% |
| 1Y | -6.8% | +93.6% | -100.4% | -27.4% |
| All | -6.8% | +90.4% | -97.2% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 1y: compounded portfolio wealth divided by compounded STX 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…
1y analysis · Full analysis span regression · 6 months rolling