+1,588.2%
PLTR vs U
-45.7%
+1,634.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +1.1% |
| 7D | -12.9% | +36.6% | -49.5% | -25.0% |
| 30D | -17.4% | +13.3% | -30.7% | -23.0% |
| 3M | +2.9% | +26.2% | -23.3% | -8.8% |
| 6M | +19.9% | +88.7% | -68.9% | -11.6% |
| YTD | -9.8% | +16.6% | -26.3% | -22.9% |
| 1Y | -8.4% | +29.0% | -37.3% | -25.4% |
| 3Y | +765.0% | +99.5% | +665.6% | +381.6% |
| 5Y | +516.8% | -66.1% | +583.0% | +622.8% |
| All | +1,588.2% | -45.7% | +1,634.0% | +1,422.3% |
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