+1,645.9%
PLTR vs XYZ
-51.9%
+1,697.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.7% | -1.9% |
| 7D | -9.1% | -5.2% | -4.0% | -6.5% |
| 30D | -5.2% | 0.0% | -5.2% | -5.5% |
| 3M | +27.4% | +18.7% | +8.7% | +15.9% |
| 6M | +9.7% | +20.5% | -10.8% | -1.4% |
| YTD | -6.7% | +21.5% | -28.2% | -18.0% |
| 1Y | -0.5% | +7.2% | -7.7% | -7.5% |
| 3Y | +996.2% | +49.0% | +947.3% | +649.0% |
| 5Y | +531.1% | -68.1% | +599.2% | +882.0% |
| All | +1,645.9% | -51.9% | +1,697.8% | +2,056.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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