+19.9%
PLTR vs U
+89.8%
-69.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +1.6% |
| 7D | -12.9% | +36.6% | -49.5% | -23.8% |
| 30D | -17.4% | +13.3% | -30.7% | -21.0% |
| 3M | +2.9% | +26.2% | -23.3% | -7.4% |
| 6M | +19.9% | +88.7% | -68.9% | -15.1% |
| All | +19.9% | +89.8% | -69.9% | -15.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling