+1,660.3%
PLTR vs TRI
+37.0%
+1,623.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.2% |
| 7D | -4.1% | -7.9% | +3.8% | +0.5% |
| 30D | -2.2% | -4.5% | +2.3% | +0.2% |
| 3M | +27.6% | +22.1% | +5.5% | +13.3% |
| 6M | +10.3% | -2.8% | +13.1% | +10.3% |
| YTD | -5.9% | -23.4% | +17.5% | +9.8% |
| 1Y | +1.7% | -41.5% | +43.3% | +45.1% |
| 3Y | +959.1% | -19.2% | +978.3% | +985.1% |
| 5Y | +536.3% | -9.4% | +545.7% | +437.9% |
| All | +1,660.3% | +37.0% | +1,623.3% | +1,582.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling