+752.3%
PLTR vs TER
+188.5%
+563.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.4% | +3.3% | -0.7% |
| 7D | +4.7% | +14.4% | -9.6% | +1.0% |
| 30D | -16.4% | -30.6% | +14.2% | -8.8% |
| 3M | -6.2% | -39.2% | +33.0% | +4.4% |
| 6M | +29.2% | -31.3% | +60.4% | +32.4% |
| YTD | -5.5% | +29.1% | -34.6% | -28.8% |
| 1Y | -2.4% | +47.4% | -49.8% | -30.6% |
| 3Y | +752.3% | +191.2% | +561.1% | +260.5% |
| All | +752.3% | +188.5% | +563.8% | +260.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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