+531.1%
PLTR vs UUUU
+111.0%
+420.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.2% | -0.4% |
| 7D | -9.1% | -5.0% | -4.1% | -7.9% |
| 30D | -5.2% | -7.8% | +2.6% | -3.5% |
| 3M | +27.4% | -0.4% | +27.8% | +26.2% |
| 6M | +9.7% | -32.9% | +42.6% | +18.4% |
| YTD | -6.7% | -6.3% | -0.4% | -11.1% |
| 1Y | -0.5% | +7.9% | -8.4% | -14.1% |
| 3Y | +996.2% | +85.2% | +911.0% | +599.6% |
| 5Y | +531.1% | +97.0% | +434.2% | +267.8% |
| All | +531.1% | +111.0% | +420.1% | +267.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling