+1,025.6%
PLTR vs XLI
+71.5%
+954.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.6% |
| 7D | -5.3% | +1.0% | -6.3% | -6.6% |
| 30D | -1.0% | -5.8% | +4.8% | +8.0% |
| 3M | +24.8% | +0.7% | +24.1% | +21.9% |
| 6M | +8.4% | +3.2% | +5.2% | -0.7% |
| YTD | -4.2% | +13.0% | -17.2% | -27.2% |
| 1Y | +9.1% | +16.8% | -7.7% | -21.8% |
| 3Y | +1,025.6% | +72.4% | +953.2% | +217.0% |
| All | +1,025.6% | +71.5% | +954.1% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 3y: compounded portfolio wealth divided by compounded XLI 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…
3y analysis · Full analysis span regression · 6 months rolling