+1,692.6%
PLTR vs XBI
+46.1%
+1,646.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.3% |
| 7D | -5.3% | -0.9% | -4.4% | -4.7% |
| 30D | -1.0% | +2.9% | -3.9% | -4.3% |
| 3M | +24.8% | +26.2% | -1.4% | -0.8% |
| 6M | +8.4% | +30.7% | -22.4% | -17.6% |
| YTD | -4.2% | +32.9% | -37.1% | -28.5% |
| 1Y | +9.1% | +72.3% | -63.2% | -36.9% |
| 3Y | +1,025.6% | +107.2% | +918.4% | +422.8% |
| 5Y | +565.8% | +23.2% | +542.6% | +410.5% |
| All | +1,692.6% | +46.1% | +1,646.6% | +1,450.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling