+1,046.2%
PLTR vs USB
+95.2%
+951.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.3% |
| 7D | -6.4% | +1.4% | -7.9% | -7.4% |
| 30D | +10.0% | -1.3% | +11.3% | +10.8% |
| 3M | +23.0% | +15.2% | +7.8% | +10.5% |
| 6M | +13.8% | +18.8% | -5.0% | -0.9% |
| YTD | -1.9% | +21.0% | -22.9% | -16.2% |
| 1Y | +11.6% | +34.0% | -22.4% | -12.1% |
| All | +1,046.2% | +95.2% | +951.0% | +513.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling