+548.8%
PLTR vs XLI
+80.3%
+468.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | +1.9% |
| 7D | 0.0% | -0.6% | +0.6% | +1.0% |
| 30D | -3.3% | -6.9% | +3.7% | +8.1% |
| 3M | +28.4% | -1.9% | +30.3% | +30.8% |
| 6M | +8.4% | +1.0% | +7.3% | +2.6% |
| YTD | -4.6% | +11.3% | -16.0% | -24.9% |
| 1Y | +4.4% | +15.8% | -11.4% | -23.0% |
| 3Y | +1,020.5% | +69.8% | +950.7% | +334.7% |
| 5Y | +548.8% | +80.9% | +467.9% | +137.5% |
| All | +548.8% | +80.3% | +468.5% | +137.5% |
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