+1,668.3%
PLTR vs TRV
+320.8%
+1,347.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +4.7% | +2.0% | +2.7% | +4.7% |
| 30D | -16.4% | +6.7% | -23.1% | -16.6% |
| 3M | -6.2% | +9.4% | -15.5% | -6.5% |
| 6M | +29.2% | +37.7% | -8.5% | +27.5% |
| YTD | -5.5% | +40.6% | -46.1% | -6.9% |
| 1Y | -2.4% | +42.4% | -44.8% | -3.9% |
| 3Y | +752.3% | +148.1% | +604.2% | +757.1% |
| 5Y | +635.8% | +181.7% | +454.1% | +659.7% |
| All | +1,668.3% | +320.8% | +1,347.5% | +2,055.5% |
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