+1,645.9%
PLTR vs TRV
+283.6%
+1,362.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.2% |
| 7D | -9.1% | -1.5% | -7.7% | -9.1% |
| 30D | -5.2% | -1.8% | -3.4% | -5.1% |
| 3M | +27.4% | +21.6% | +5.8% | +26.4% |
| 6M | +9.7% | +22.5% | -12.7% | +8.9% |
| YTD | -6.7% | +28.1% | -34.8% | -7.7% |
| 1Y | -0.5% | +37.0% | -37.6% | -2.2% |
| 3Y | +996.2% | +141.9% | +854.3% | +1,015.9% |
| 5Y | +531.1% | +158.5% | +372.6% | +554.9% |
| All | +1,645.9% | +283.6% | +1,362.3% | +2,036.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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