+1,681.1%
PLTR vs XRT
+104.5%
+1,576.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.7% | +1.8% | +1.9% |
| 7D | -5.1% | +2.5% | -7.6% | -7.6% |
| 30D | -19.1% | +10.3% | -29.4% | -27.2% |
| 3M | -1.6% | +2.4% | -4.0% | -4.9% |
| 6M | +22.8% | +10.0% | +12.8% | +9.8% |
| YTD | -4.8% | +9.5% | -14.4% | -15.2% |
| 1Y | -4.9% | +17.2% | -22.1% | -21.1% |
| 3Y | +826.1% | +62.0% | +764.1% | +426.9% |
| 5Y | +597.7% | -2.1% | +599.8% | +556.0% |
| All | +1,681.1% | +104.5% | +1,576.6% | +976.6% |
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