+1,668.3%
PLTR vs URI
+566.6%
+1,101.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.5% |
| 7D | +4.7% | +6.7% | -2.0% | +1.5% |
| 30D | -16.4% | +8.9% | -25.3% | -19.6% |
| 3M | -6.2% | +0.5% | -6.7% | -6.7% |
| 6M | +29.2% | +20.7% | +8.5% | +15.7% |
| YTD | -5.5% | +40.0% | -45.5% | -26.1% |
| 1Y | -2.4% | +34.4% | -36.8% | -21.8% |
| 3Y | +752.3% | +149.5% | +602.8% | +362.7% |
| 5Y | +635.8% | +205.6% | +430.3% | +236.5% |
| All | +1,668.3% | +566.6% | +1,101.8% | +734.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling