+649.9%
PLTR vs URI
+213.9%
+436.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.0% | -0.2% |
| 7D | +0.4% | +2.4% | -2.0% | -0.7% |
| 30D | -17.5% | +8.9% | -26.4% | -21.2% |
| 3M | -1.5% | +0.8% | -2.3% | -2.3% |
| 6M | +25.9% | +23.1% | +2.8% | +9.4% |
| YTD | -3.0% | +43.1% | -46.1% | -28.8% |
| 1Y | -9.7% | +35.7% | -45.4% | -31.0% |
| 3Y | +776.5% | +158.2% | +618.3% | +283.6% |
| 5Y | +649.9% | +212.6% | +437.3% | +160.8% |
| All | +649.9% | +213.9% | +436.0% | +160.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling