+617.6%
PLTR vs TRU
-26.5%
+644.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.2% |
| 7D | +4.7% | 0.0% | +4.7% | +4.8% |
| 30D | -16.4% | +21.3% | -37.7% | -26.6% |
| 3M | -6.2% | +0.2% | -6.4% | -8.0% |
| 6M | +29.2% | +22.4% | +6.8% | +11.1% |
| YTD | -5.5% | -4.8% | -0.7% | -7.6% |
| 1Y | -2.4% | -0.2% | -2.2% | -7.9% |
| 3Y | +752.3% | +57.9% | +694.4% | +429.1% |
| All | +617.6% | -26.5% | +644.1% | +753.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling