+765.0%
PLTR vs TECH
+25.9%
+739.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | -12.9% | +0.2% | -13.1% | -12.9% |
| 30D | -17.4% | +0.3% | -17.7% | -17.4% |
| 3M | +2.9% | +1.3% | +1.5% | +2.6% |
| 6M | +19.9% | +54.0% | -34.1% | +8.1% |
| YTD | -9.8% | +24.3% | -34.1% | -15.3% |
| 1Y | -8.4% | +25.8% | -34.2% | -14.4% |
| 3Y | +765.0% | +26.0% | +739.1% | +658.0% |
| All | +765.0% | +25.9% | +739.2% | +658.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling