+548.8%
PLTR vs TRGP
+639.4%
-90.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | 0.0% |
| 7D | 0.0% | -0.7% | +0.8% | +0.4% |
| 30D | -3.3% | +9.5% | -12.7% | -7.9% |
| 3M | +28.4% | +10.8% | +17.5% | +19.5% |
| 6M | +8.4% | +25.3% | -17.0% | -6.9% |
| YTD | -4.6% | +60.3% | -64.9% | -29.4% |
| 1Y | +4.4% | +84.6% | -80.1% | -30.3% |
| 3Y | +1,020.5% | +264.4% | +756.1% | +398.8% |
| 5Y | +548.8% | +636.6% | -87.8% | +105.2% |
| All | +548.8% | +639.4% | -90.6% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling