+1,735.1%
PLTR vs U
-56.1%
+1,791.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -6.4% | -3.8% | -2.6% | -4.8% |
| 30D | +10.0% | +17.5% | -7.4% | +2.0% |
| 3M | +23.0% | +38.7% | -15.7% | +6.0% |
| 6M | +13.8% | +104.4% | -90.6% | -18.1% |
| YTD | -1.9% | -5.7% | +3.8% | -6.2% |
| 1Y | +11.6% | +3.7% | +8.0% | -0.5% |
| 3Y | +1,048.4% | +12.3% | +1,036.1% | +757.5% |
| 5Y | +554.4% | -68.8% | +623.2% | +696.8% |
| All | +1,735.1% | -56.1% | +1,791.2% | +1,751.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling