+1,645.9%
PLTR vs UUUU
+687.9%
+958.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.2% | -0.5% |
| 7D | -9.1% | -5.0% | -4.1% | -7.9% |
| 30D | -5.2% | -7.8% | +2.6% | -3.6% |
| 3M | +27.4% | -0.4% | +27.8% | +26.3% |
| 6M | +9.7% | -32.9% | +42.6% | +18.1% |
| YTD | -6.7% | -6.3% | -0.4% | -10.7% |
| 1Y | -0.5% | +7.9% | -8.4% | -12.8% |
| 3Y | +996.2% | +85.2% | +911.0% | +634.1% |
| 5Y | +531.1% | +97.0% | +434.2% | +289.8% |
| All | +1,645.9% | +687.9% | +958.0% | +662.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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