+1,706.1%
PLTR vs U
-47.1%
+1,753.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.9% |
| 7D | +10.7% | +2.8% | +7.9% | +9.3% |
| 30D | -17.8% | +7.6% | -25.4% | -21.7% |
| 3M | +0.3% | +12.7% | -12.4% | -6.7% |
| 6M | +26.2% | +87.0% | -60.8% | -6.4% |
| YTD | -3.5% | +13.6% | -17.1% | -16.6% |
| 1Y | -6.8% | +25.3% | -32.1% | -23.3% |
| 3Y | +772.3% | +85.8% | +686.5% | +402.4% |
| 5Y | +651.6% | -74.5% | +726.0% | +935.7% |
| All | +1,706.1% | -47.1% | +1,753.2% | +1,545.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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