+1,677.1%
PLTR vs TECH
+20.0%
+1,657.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.8% | +0.2% | -4.0% | -3.8% |
| 30D | -19.2% | +0.5% | -19.7% | -19.4% |
| 3M | -3.7% | +1.1% | -4.7% | -4.1% |
| 6M | +22.5% | +51.0% | -28.5% | -1.4% |
| YTD | -5.0% | +24.4% | -29.4% | -18.5% |
| 1Y | -12.8% | +27.4% | -40.3% | -26.5% |
| 3Y | +758.3% | +28.5% | +729.8% | +514.7% |
| 5Y | +649.6% | -40.9% | +690.5% | +819.9% |
| All | +1,677.1% | +20.0% | +1,657.1% | +1,430.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling