+565.8%
PLTR vs UNP
+51.4%
+514.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -5.3% | -0.7% | -4.6% | -5.0% |
| 30D | -1.0% | -1.1% | +0.1% | -0.4% |
| 3M | +24.8% | +7.9% | +16.9% | +19.7% |
| 6M | +8.4% | +14.6% | -6.3% | -1.2% |
| YTD | -4.2% | +26.6% | -30.8% | -18.7% |
| 1Y | +9.1% | +35.6% | -26.5% | -12.1% |
| 3Y | +1,025.6% | +45.5% | +980.1% | +753.9% |
| 5Y | +565.8% | +50.0% | +515.8% | +402.0% |
| All | +565.8% | +51.4% | +514.4% | +402.0% |
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