+1,692.6%
PLTR vs TRI
+39.0%
+1,653.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.5% | +4.2% | +1.5% |
| 7D | -5.3% | -7.1% | +1.7% | -1.2% |
| 30D | -1.0% | -2.3% | +1.3% | +0.2% |
| 3M | +24.8% | +19.6% | +5.2% | +12.2% |
| 6M | +8.4% | -8.7% | +17.1% | +12.5% |
| YTD | -4.2% | -22.3% | +18.1% | +10.8% |
| 1Y | +9.1% | -40.7% | +49.8% | +54.1% |
| 3Y | +1,025.6% | -17.8% | +1,043.3% | +1,040.6% |
| 5Y | +565.8% | -8.5% | +574.3% | +457.4% |
| All | +1,692.6% | +39.0% | +1,653.6% | +1,599.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling