+597.7%
PLTR vs TRMB
-38.3%
+636.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +4.6% |
| 7D | -5.1% | -17.0% | +11.8% | +8.5% |
| 30D | -19.1% | -9.0% | -10.1% | -14.7% |
| 3M | -1.6% | -8.1% | +6.5% | +2.5% |
| 6M | +22.8% | -10.1% | +32.9% | +30.4% |
| YTD | -4.8% | -30.2% | +25.4% | +24.5% |
| 1Y | -4.9% | -30.7% | +25.8% | +25.1% |
| 3Y | +826.1% | +32.6% | +793.5% | +564.7% |
| 5Y | +597.7% | -38.1% | +635.9% | +932.0% |
| All | +597.7% | -38.3% | +636.1% | +932.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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