+1,684.5%
PLTR vs TECH
+19.0%
+1,665.5%
-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% | -0.4% | -0.4% |
| 7D | 0.0% | -0.1% | +0.1% | +0.1% |
| 30D | -3.3% | +0.3% | -3.5% | -3.4% |
| 3M | +28.4% | +32.9% | -4.6% | +10.2% |
| 6M | +8.4% | +32.1% | -23.7% | -8.8% |
| YTD | -4.6% | +23.4% | -28.0% | -17.9% |
| 1Y | +4.4% | +34.1% | -29.6% | -15.7% |
| 3Y | +1,020.5% | +2.2% | +1,018.3% | +854.1% |
| 5Y | +548.8% | -41.8% | +590.6% | +703.9% |
| All | +1,684.5% | +19.0% | +1,665.5% | +1,442.7% |
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