+1,677.1%
PLTR vs U
-47.0%
+1,724.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.7% |
| 7D | -3.8% | +24.4% | -28.1% | -13.6% |
| 30D | -19.2% | +7.4% | -26.6% | -23.0% |
| 3M | -3.7% | +16.8% | -20.5% | -11.8% |
| 6M | +22.5% | +78.8% | -56.3% | -7.4% |
| YTD | -5.0% | +14.0% | -19.0% | -18.1% |
| 1Y | -12.8% | +16.7% | -29.5% | -25.9% |
| 3Y | +758.3% | +86.4% | +671.9% | +393.8% |
| 5Y | +649.6% | -71.5% | +721.1% | +870.4% |
| All | +1,677.1% | -47.0% | +1,724.0% | +1,517.6% |
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