+1,735.1%
PLTR vs XRT
+92.7%
+1,642.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -5.5% |
| 7D | -6.4% | +0.8% | -7.2% | -7.2% |
| 30D | +10.0% | -4.2% | +14.2% | +14.8% |
| 3M | +23.0% | +5.1% | +17.9% | +16.4% |
| 6M | +13.8% | +2.4% | +11.4% | +9.8% |
| YTD | -1.9% | +3.2% | -5.1% | -6.4% |
| 1Y | +11.6% | +1.5% | +10.1% | +7.6% |
| 3Y | +1,048.4% | +40.6% | +1,007.9% | +668.7% |
| 5Y | +554.4% | -1.0% | +555.4% | +522.7% |
| All | +1,735.1% | +92.7% | +1,642.4% | +1,087.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling