+752.3%
PLTR vs U
+99.9%
+652.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.2% | -7.3% | -3.6% |
| 7D | +4.7% | +2.6% | +2.2% | +3.9% |
| 30D | -16.4% | +27.6% | -44.0% | -22.9% |
| 3M | -6.2% | +15.3% | -21.5% | -11.1% |
| 6M | +29.2% | +96.4% | -67.2% | +4.3% |
| YTD | -5.5% | +19.6% | -25.1% | -15.0% |
| 1Y | -2.4% | +42.1% | -44.5% | -16.9% |
| 3Y | +752.3% | +87.5% | +664.8% | +562.5% |
| All | +752.3% | +99.9% | +652.4% | +562.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling