+1,681.1%
PLTR vs URI
+567.5%
+1,113.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.9% | -1.4% | +2.2% |
| 7D | -5.1% | -4.0% | -1.1% | -3.1% |
| 30D | -19.1% | +6.8% | -25.9% | -21.4% |
| 3M | -1.6% | -2.8% | +1.2% | -0.6% |
| 6M | +22.8% | +20.9% | +1.9% | +10.0% |
| YTD | -4.8% | +40.2% | -45.1% | -25.6% |
| 1Y | -4.9% | +34.1% | -39.0% | -23.6% |
| 3Y | +826.1% | +164.1% | +662.0% | +387.2% |
| 5Y | +597.7% | +199.3% | +398.4% | +220.1% |
| All | +1,681.1% | +567.5% | +1,113.5% | +740.0% |
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