+1,660.3%
PLTR vs XBI
+40.9%
+1,619.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | -4.1% | -4.6% | +0.6% | +0.2% |
| 30D | -2.2% | -2.0% | -0.2% | -1.2% |
| 3M | +27.6% | +17.8% | +9.8% | +8.2% |
| 6M | +10.3% | +23.7% | -13.4% | -11.7% |
| YTD | -5.9% | +28.2% | -34.2% | -27.5% |
| 1Y | +1.7% | +64.0% | -62.2% | -38.4% |
| 3Y | +959.1% | +99.4% | +859.7% | +409.3% |
| 5Y | +536.3% | +19.3% | +517.0% | +402.1% |
| All | +1,660.3% | +40.9% | +1,619.4% | +1,473.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling