+548.8%
PLTR vs XYZ
-69.0%
+617.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | 0.0% | -3.7% | +3.8% | +2.2% |
| 30D | -3.3% | +0.5% | -3.8% | -3.8% |
| 3M | +28.4% | +16.3% | +12.1% | +18.2% |
| 6M | +8.4% | +21.1% | -12.8% | -2.8% |
| YTD | -4.6% | +22.0% | -26.6% | -16.3% |
| 1Y | +4.4% | +5.2% | -0.7% | -1.8% |
| 3Y | +1,020.5% | +49.6% | +970.9% | +660.4% |
| 5Y | +548.8% | -68.4% | +617.2% | +1,051.2% |
| All | +548.8% | -69.0% | +617.8% | +1,051.2% |
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