+1,660.3%
PLTR vs TRU
-5.8%
+1,666.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.3% |
| 7D | -4.1% | -2.7% | -1.3% | -2.6% |
| 30D | -2.2% | -2.0% | -0.2% | -1.0% |
| 3M | +27.6% | +18.4% | +9.1% | +15.3% |
| 6M | +10.3% | +8.9% | +1.5% | +3.8% |
| YTD | -5.9% | -8.9% | +3.0% | -3.8% |
| 1Y | +1.7% | -15.9% | +17.6% | +7.7% |
| 3Y | +959.1% | -1.1% | +960.2% | +849.5% |
| 5Y | +536.3% | -35.2% | +571.5% | +572.5% |
| All | +1,660.3% | -5.8% | +1,666.2% | +1,789.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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