+11.6%
PLTR vs STZ
-10.2%
+21.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.6% |
| 7D | -6.4% | -1.9% | -4.5% | -6.8% |
| 30D | +10.0% | -1.9% | +11.9% | +9.7% |
| 3M | +23.0% | -6.2% | +29.3% | +21.6% |
| 6M | +13.8% | -14.0% | +27.8% | +10.5% |
| YTD | -1.9% | -5.1% | +3.2% | -4.8% |
| 1Y | +11.6% | -9.6% | +21.2% | +6.0% |
| All | +11.6% | -10.2% | +21.8% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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