+1,706.1%
PLTR vs TECH
+20.0%
+1,686.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | +10.7% | +0.2% | +10.5% | +10.6% |
| 30D | -17.8% | +0.5% | -18.3% | -18.0% |
| 3M | +0.3% | +1.0% | -0.6% | -0.1% |
| 6M | +26.2% | +54.1% | -27.9% | +0.6% |
| YTD | -3.5% | +24.4% | -27.9% | -17.2% |
| 1Y | -6.8% | +19.3% | -26.1% | -18.5% |
| 3Y | +772.3% | +28.5% | +743.8% | +524.6% |
| 5Y | +651.6% | -41.0% | +692.5% | +822.8% |
| All | +1,706.1% | +20.0% | +1,686.1% | +1,455.8% |
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