+1,735.1%
PLTR vs TROW
+9.4%
+1,725.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -3.6% |
| 7D | -6.4% | -1.3% | -5.1% | -5.2% |
| 30D | +10.0% | -4.5% | +14.6% | +14.7% |
| 3M | +23.0% | +3.9% | +19.2% | +18.7% |
| 6M | +13.8% | +22.6% | -8.8% | -6.0% |
| YTD | -1.9% | +10.1% | -12.1% | -11.4% |
| 1Y | +11.6% | +3.6% | +8.1% | +6.1% |
| 3Y | +1,048.4% | +12.4% | +1,036.0% | +900.6% |
| 5Y | +554.4% | -37.5% | +591.9% | +691.3% |
| All | +1,735.1% | +9.4% | +1,725.7% | +1,867.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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