+11.6%
PLTR vs XBI
+75.8%
-64.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.1% | -4.3% |
| 7D | -6.4% | +0.9% | -7.3% | -6.9% |
| 30D | +10.0% | +7.1% | +3.0% | +5.7% |
| 3M | +23.0% | +22.9% | +0.1% | +9.7% |
| 6M | +13.8% | +29.7% | -15.9% | -2.6% |
| YTD | -1.9% | +34.5% | -36.4% | -17.7% |
| 1Y | +11.6% | +76.1% | -64.4% | -4.0% |
| All | +11.6% | +75.8% | -64.2% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 1y: compounded portfolio wealth divided by compounded XBI 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…
1y analysis · Full analysis span regression · 6 months rolling