+14.0%
PLTR vs URI
+12.6%
+1.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -7.1% | -2.6% | -8.5% |
| 7D | -21.1% | -12.9% | -8.2% | -19.6% |
| 30D | -19.3% | -3.4% | -15.9% | -18.2% |
| 3M | -2.2% | -10.0% | +7.9% | -1.9% |
| 6M | +14.0% | +12.2% | +1.9% | +22.8% |
| All | +14.0% | +12.6% | +1.4% | +22.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling