+1,735.1%
PLTR vs TRV
+284.2%
+1,450.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.4% |
| 7D | -6.4% | -0.1% | -6.3% | -6.4% |
| 30D | +10.0% | -3.4% | +13.5% | +10.2% |
| 3M | +23.0% | +26.4% | -3.4% | +21.9% |
| 6M | +13.8% | +19.3% | -5.5% | +13.1% |
| YTD | -1.9% | +28.3% | -30.3% | -3.0% |
| 1Y | +11.6% | +34.3% | -22.6% | +10.0% |
| 3Y | +1,048.4% | +140.1% | +908.3% | +1,067.9% |
| 5Y | +554.4% | +155.7% | +398.7% | +574.8% |
| All | +1,735.1% | +284.2% | +1,450.9% | +2,145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling