+1,588.2%
PLTR vs USB
+115.7%
+1,472.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | -12.9% | 0.0% | -12.9% | -12.9% |
| 30D | -17.4% | +5.8% | -23.2% | -19.6% |
| 3M | +2.9% | -6.0% | +8.8% | +5.4% |
| 6M | +19.9% | +7.8% | +12.1% | +14.6% |
| YTD | -9.8% | +14.6% | -24.4% | -16.7% |
| 1Y | -8.4% | +31.8% | -40.2% | -21.0% |
| 3Y | +765.0% | +91.5% | +673.5% | +536.2% |
| 5Y | +516.8% | +22.0% | +494.8% | +391.5% |
| All | +1,588.2% | +115.7% | +1,472.5% | +1,309.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling