+1,735.1%
PLTR vs TECH
+19.3%
+1,715.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -6.4% | +0.1% | -6.5% | -6.5% |
| 30D | +10.0% | +0.7% | +9.3% | +9.7% |
| 3M | +23.0% | +36.3% | -13.3% | +4.2% |
| 6M | +13.8% | +25.6% | -11.8% | -1.8% |
| YTD | -1.9% | +23.7% | -25.6% | -15.6% |
| 1Y | +11.6% | +37.6% | -26.0% | -11.2% |
| 3Y | +1,048.4% | -6.6% | +1,055.0% | +947.4% |
| 5Y | +554.4% | -42.2% | +596.6% | +713.2% |
| All | +1,735.1% | +19.3% | +1,715.7% | +1,484.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling