+649.9%
PLTR vs XYZ
-62.9%
+712.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +2.0% | +2.0% |
| 7D | +0.4% | -2.2% | +2.6% | +1.8% |
| 30D | -17.5% | +11.6% | -29.1% | -23.0% |
| 3M | -1.5% | +8.4% | -9.9% | -7.0% |
| 6M | +25.9% | +17.2% | +8.8% | +14.4% |
| YTD | -3.0% | +31.7% | -34.7% | -19.1% |
| 1Y | -9.7% | +30.1% | -39.8% | -24.6% |
| 3Y | +776.5% | +66.4% | +710.0% | +457.8% |
| 5Y | +649.9% | -62.2% | +712.0% | +1,040.9% |
| All | +649.9% | -62.9% | +712.8% | +1,040.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling