+499.6%
PLTR vs U
-66.8%
+566.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +1.2% |
| 7D | -12.9% | +36.6% | -49.5% | -24.5% |
| 30D | -17.4% | +13.3% | -30.7% | -22.7% |
| 3M | +2.9% | +26.2% | -23.3% | -8.2% |
| 6M | +19.9% | +88.7% | -68.9% | -10.2% |
| YTD | -9.8% | +16.6% | -26.3% | -22.1% |
| 1Y | -8.4% | +29.0% | -37.3% | -24.5% |
| 3Y | +765.0% | +99.5% | +665.6% | +397.2% |
| All | +499.6% | -66.8% | +566.3% | +570.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling