+1,735.1%
PLTR vs URI
+497.5%
+1,237.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -5.3% |
| 7D | -6.4% | -2.0% | -4.4% | -5.5% |
| 30D | +10.0% | -12.9% | +23.0% | +17.3% |
| 3M | +23.0% | -6.7% | +29.8% | +25.7% |
| 6M | +13.8% | +19.0% | -5.2% | -0.8% |
| YTD | -1.9% | +25.5% | -27.5% | -19.1% |
| 1Y | +11.6% | +5.5% | +6.1% | +1.4% |
| 3Y | +1,048.4% | +111.3% | +937.1% | +578.9% |
| 5Y | +554.4% | +198.6% | +355.8% | +211.8% |
| All | +1,735.1% | +497.5% | +1,237.5% | +813.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling