+1,588.2%
PLTR vs URI
+524.6%
+1,063.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.9% |
| 7D | -12.9% | -9.8% | -3.1% | -8.4% |
| 30D | -17.4% | +1.7% | -19.1% | -17.9% |
| 3M | +2.9% | -9.1% | +11.9% | +7.2% |
| 6M | +19.9% | +9.9% | +10.0% | +12.3% |
| YTD | -9.8% | +31.2% | -41.0% | -27.2% |
| 1Y | -8.4% | +25.9% | -34.3% | -24.2% |
| 3Y | +765.0% | +147.4% | +617.7% | +369.5% |
| 5Y | +516.8% | +179.7% | +337.1% | +192.2% |
| All | +1,588.2% | +524.6% | +1,063.6% | +721.8% |
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