+19.9%
PLTR vs URI
+12.1%
+7.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +3.3% |
| 7D | -12.9% | -9.8% | -3.1% | -11.5% |
| 30D | -17.4% | +1.7% | -19.1% | -16.5% |
| 3M | +2.9% | -9.1% | +11.9% | +3.1% |
| 6M | +19.9% | +9.9% | +10.0% | +26.9% |
| All | +19.9% | +12.1% | +7.8% | +26.9% |
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