+548.8%
PLTR vs TRV
+154.4%
+394.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.9% |
| 3M | +28.4% | +22.7% | +5.7% | +23.8% |
| 6M | +8.4% | +21.9% | -13.6% | +4.5% |
| YTD | -4.6% | +27.5% | -32.1% | -9.0% |
| 1Y | +4.4% | +36.2% | -31.8% | -2.1% |
| 3Y | +1,020.5% | +140.6% | +879.9% | +873.8% |
| 5Y | +548.8% | +154.5% | +394.3% | +427.4% |
| All | +548.8% | +154.4% | +394.4% | +427.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling