+1,735.1%
PLTR vs XLI
+146.5%
+1,588.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -5.0% |
| 7D | -6.4% | -1.1% | -5.4% | -5.0% |
| 30D | +10.0% | -5.9% | +16.0% | +19.3% |
| 3M | +23.0% | -0.3% | +23.3% | +22.4% |
| 6M | +13.8% | +0.1% | +13.7% | +10.6% |
| YTD | -1.9% | +13.6% | -15.5% | -21.3% |
| 1Y | +11.6% | +17.2% | -5.5% | -14.0% |
| 3Y | +1,048.4% | +68.2% | +980.2% | +457.9% |
| 5Y | +554.4% | +80.7% | +473.7% | +188.0% |
| All | +1,735.1% | +146.5% | +1,588.6% | +725.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling