+973.7%
PLTR vs TRV
+140.3%
+833.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | 0.0% | +0.2% | -0.1% | +0.1% |
| 30D | -3.3% | -2.3% | -0.9% | -2.8% |
| 3M | +28.4% | +22.7% | +5.7% | +23.1% |
| 6M | +8.4% | +21.9% | -13.6% | +3.9% |
| YTD | -4.6% | +27.5% | -32.1% | -9.8% |
| 1Y | +4.4% | +36.2% | -31.8% | -3.6% |
| All | +973.7% | +140.3% | +833.4% | +958.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling