+1,714.7%
PLTR vs TLT
-39.8%
+1,754.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +0.4% | -1.0% | +1.4% | +0.6% |
| 30D | -17.5% | +4.1% | -21.6% | -18.3% |
| 3M | -1.5% | -0.4% | -1.1% | -1.4% |
| 6M | +25.9% | -3.2% | +29.1% | +26.8% |
| YTD | -3.0% | -3.5% | +0.5% | -2.3% |
| 1Y | -9.7% | -5.8% | -3.9% | -8.6% |
| 3Y | +776.5% | +4.6% | +771.9% | +744.5% |
| 5Y | +649.9% | -34.4% | +684.3% | +677.7% |
| All | +1,714.7% | -39.8% | +1,754.5% | +1,935.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling