+1,645.9%
PLTR vs XLV
+74.5%
+1,571.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -9.1% | -4.4% | -4.7% | -5.8% |
| 30D | -5.2% | -1.4% | -3.8% | -4.3% |
| 3M | +27.4% | +8.9% | +18.5% | +18.1% |
| 6M | +9.7% | +9.1% | +0.6% | +1.2% |
| YTD | -6.7% | +7.9% | -14.6% | -13.6% |
| 1Y | -0.5% | +22.7% | -23.3% | -19.0% |
| 3Y | +996.2% | +31.9% | +964.3% | +726.5% |
| 5Y | +531.1% | +34.9% | +496.3% | +366.1% |
| All | +1,645.9% | +74.5% | +1,571.4% | +1,352.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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