+752.3%
PLTR vs TRU
+58.0%
+694.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | +4.7% | 0.0% | +4.7% | +4.8% |
| 30D | -16.4% | +21.3% | -37.7% | -24.2% |
| 3M | -6.2% | +0.2% | -6.4% | -7.2% |
| 6M | +29.2% | +22.4% | +6.8% | +15.7% |
| YTD | -5.5% | -4.8% | -0.7% | -6.1% |
| 1Y | -2.4% | -0.2% | -2.2% | -5.8% |
| 3Y | +752.3% | +57.9% | +694.4% | +519.5% |
| All | +752.3% | +58.0% | +694.4% | +519.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling