+1,046.2%
PLTR vs URI
+113.1%
+933.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -5.2% |
| 7D | -6.4% | -2.0% | -4.4% | -5.6% |
| 30D | +10.0% | -12.9% | +23.0% | +16.3% |
| 3M | +23.0% | -6.7% | +29.8% | +25.4% |
| 6M | +13.8% | +19.0% | -5.2% | +0.7% |
| YTD | -1.9% | +25.5% | -27.5% | -18.6% |
| 1Y | +11.6% | +5.5% | +6.1% | +3.6% |
| All | +1,046.2% | +113.1% | +933.0% | +452.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling