+1,692.6%
PLTR vs XRT
+88.5%
+1,604.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.2% | -0.1% |
| 7D | -5.3% | -0.3% | -5.1% | -5.2% |
| 30D | -1.0% | -5.6% | +4.6% | +4.8% |
| 3M | +24.8% | +2.5% | +22.2% | +21.0% |
| 6M | +8.4% | +3.7% | +4.7% | +3.3% |
| YTD | -4.2% | +1.0% | -5.2% | -6.6% |
| 1Y | +9.1% | -1.2% | +10.3% | +8.1% |
| 3Y | +1,025.6% | +43.4% | +982.2% | +637.0% |
| 5Y | +565.8% | -0.7% | +566.5% | +535.7% |
| All | +1,692.6% | +88.5% | +1,604.1% | +1,085.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling