+531.1%
PLTR vs TRI
-11.1%
+542.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.3% |
| 7D | -9.1% | -14.4% | +5.2% | +0.4% |
| 30D | -5.2% | -8.1% | +2.9% | -0.1% |
| 3M | +27.4% | +17.5% | +9.8% | +13.7% |
| 6M | +9.7% | -5.0% | +14.7% | +11.3% |
| YTD | -6.7% | -24.7% | +18.0% | +14.1% |
| 1Y | -0.5% | -41.5% | +41.0% | +53.5% |
| 3Y | +996.2% | -20.3% | +1,016.6% | +938.6% |
| 5Y | +531.1% | -10.9% | +542.1% | +342.5% |
| All | +531.1% | -11.1% | +542.3% | +342.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling