+548.8%
PLTR vs XRT
-2.4%
+551.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | +1.3% |
| 7D | 0.0% | -2.4% | +2.4% | +2.6% |
| 30D | -3.3% | -6.9% | +3.7% | +4.3% |
| 3M | +28.4% | -0.4% | +28.8% | +28.2% |
| 6M | +8.4% | +2.2% | +6.1% | +4.4% |
| YTD | -4.6% | -0.7% | -3.9% | -5.7% |
| 1Y | +4.4% | -2.0% | +6.4% | +4.1% |
| 3Y | +1,020.5% | +41.0% | +979.5% | +603.1% |
| 5Y | +548.8% | -3.3% | +552.1% | +517.8% |
| All | +548.8% | -2.4% | +551.2% | +517.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling