+9.1%
PLTR vs U
-3.2%
+12.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -3.1% |
| 7D | -5.3% | +4.5% | -9.8% | -6.5% |
| 30D | -1.0% | -0.6% | -0.4% | -0.9% |
| 3M | +24.8% | +48.4% | -23.6% | +11.2% |
| 6M | +8.4% | +115.4% | -107.0% | -10.9% |
| YTD | -4.2% | -3.2% | -1.0% | -7.4% |
| 1Y | +9.1% | -6.0% | +15.1% | +2.9% |
| All | +9.1% | -3.2% | +12.3% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling