+499.6%
PLTR vs URI
+166.6%
+333.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.9% |
| 7D | -12.9% | -9.8% | -3.1% | -7.7% |
| 30D | -17.4% | +1.7% | -19.1% | -18.0% |
| 3M | +2.9% | -9.1% | +11.9% | +7.9% |
| 6M | +19.9% | +9.9% | +10.0% | +10.9% |
| YTD | -9.8% | +31.2% | -41.0% | -30.6% |
| 1Y | -8.4% | +25.9% | -34.3% | -27.3% |
| 3Y | +765.0% | +147.4% | +617.7% | +281.7% |
| All | +499.6% | +166.6% | +333.0% | +126.0% |
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 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