+1,046.2%
PLTR vs TLT
-1.0%
+1,047.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.5% |
| 7D | -6.4% | -0.4% | -6.0% | -6.4% |
| 30D | +10.0% | -0.6% | +10.6% | +10.1% |
| 3M | +23.0% | -2.7% | +25.8% | +23.4% |
| 6M | +13.8% | -5.6% | +19.4% | +14.4% |
| YTD | -1.9% | -2.8% | +0.9% | -1.6% |
| 1Y | +11.6% | -1.4% | +13.1% | +11.6% |
| All | +1,046.2% | -1.0% | +1,047.1% | +966.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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