+1,735.1%
PLTR vs TER
+360.2%
+1,374.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.5% | -10.0% | -6.8% |
| 7D | -6.4% | +0.6% | -7.0% | -6.9% |
| 30D | +10.0% | -8.3% | +18.3% | +12.7% |
| 3M | +23.0% | -12.2% | +35.2% | +21.2% |
| 6M | +13.8% | +17.1% | -3.3% | -10.0% |
| YTD | -1.9% | +84.7% | -86.6% | -41.2% |
| 1Y | +11.6% | +199.9% | -188.3% | -51.0% |
| 3Y | +1,048.4% | +232.8% | +815.7% | +319.7% |
| 5Y | +554.4% | +198.6% | +355.8% | +150.6% |
| All | +1,735.1% | +360.2% | +1,374.8% | +631.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling