+765.0%
PLTR vs XRT
+49.6%
+715.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.2% | +4.8% |
| 7D | -12.9% | +0.9% | -13.8% | -13.6% |
| 30D | -17.4% | +7.9% | -25.3% | -22.6% |
| 3M | +2.9% | -0.2% | +3.0% | +2.5% |
| 6M | +19.9% | +5.6% | +14.3% | +13.7% |
| YTD | -9.8% | +5.7% | -15.4% | -15.0% |
| 1Y | -8.4% | +14.6% | -23.0% | -19.6% |
| 3Y | +765.0% | +50.7% | +714.4% | +500.8% |
| All | +765.0% | +49.6% | +715.5% | +500.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling