+597.7%
PLTR vs UNP
+39.1%
+558.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.4% | +3.1% | +4.3% |
| 7D | -5.1% | -3.3% | -1.9% | -3.4% |
| 30D | -19.1% | +6.7% | -25.8% | -21.8% |
| 3M | -1.6% | +1.8% | -3.4% | -2.7% |
| 6M | +22.8% | +13.3% | +9.5% | +13.6% |
| YTD | -4.8% | +30.3% | -35.2% | -20.9% |
| 1Y | -4.9% | +36.9% | -41.8% | -23.7% |
| 3Y | +826.1% | +50.9% | +775.2% | +581.2% |
| 5Y | +597.7% | +37.9% | +559.8% | +438.5% |
| All | +597.7% | +39.1% | +558.6% | +438.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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