+1,025.6%
PLTR vs XYZ
+43.0%
+982.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.8% |
| 7D | -5.3% | +2.9% | -8.2% | -6.8% |
| 30D | -1.0% | +1.4% | -2.4% | -1.8% |
| 3M | +24.8% | +14.6% | +10.2% | +17.5% |
| 6M | +8.4% | +20.8% | -12.4% | -0.4% |
| YTD | -4.2% | +23.1% | -27.3% | -13.6% |
| 1Y | +9.1% | +5.6% | +3.5% | +4.5% |
| 3Y | +1,025.6% | +50.9% | +974.7% | +662.6% |
| All | +1,025.6% | +43.0% | +982.5% | +662.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling