+649.9%
PLTR vs XLI
+72.7%
+577.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.8% | +0.1% |
| 7D | +0.4% | +0.9% | -0.5% | -0.6% |
| 30D | -17.5% | +1.1% | -18.6% | -18.6% |
| 3M | -1.5% | -7.7% | +6.2% | +11.6% |
| 6M | +25.9% | -1.8% | +27.8% | +27.6% |
| YTD | -3.0% | +11.1% | -14.1% | -23.5% |
| 1Y | -9.7% | +12.1% | -21.8% | -29.7% |
| 3Y | +776.5% | +73.8% | +702.6% | +220.6% |
| 5Y | +649.9% | +73.8% | +576.1% | +181.4% |
| All | +649.9% | +72.7% | +577.2% | +181.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling