+1,706.1%
PLTR vs XRT
+99.9%
+1,606.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | +1.3% |
| 7D | +10.7% | -0.4% | +11.1% | +11.1% |
| 30D | -17.8% | +7.5% | -25.3% | -24.1% |
| 3M | +0.3% | +2.3% | -2.0% | -3.0% |
| 6M | +26.2% | +12.8% | +13.3% | +9.9% |
| YTD | -3.5% | +7.1% | -10.5% | -12.0% |
| 1Y | -6.8% | +12.3% | -19.1% | -19.3% |
| 3Y | +772.3% | +57.0% | +715.3% | +411.8% |
| 5Y | +651.6% | -4.3% | +655.9% | +621.9% |
| All | +1,706.1% | +99.9% | +1,606.3% | +1,016.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling