+1,714.7%
PLTR vs URI
+580.9%
+1,133.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.0% | +0.1% |
| 7D | +0.4% | +2.4% | -2.0% | -0.6% |
| 30D | -17.5% | +8.9% | -26.4% | -20.7% |
| 3M | -1.5% | +0.8% | -2.3% | -2.2% |
| 6M | +25.9% | +23.1% | +2.8% | +11.7% |
| YTD | -3.0% | +43.1% | -46.1% | -25.0% |
| 1Y | -9.7% | +35.7% | -45.4% | -27.8% |
| 3Y | +776.5% | +158.2% | +618.3% | +367.4% |
| 5Y | +649.9% | +212.6% | +437.3% | +239.4% |
| All | +1,714.7% | +580.9% | +1,133.8% | +747.6% |
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