+29.2%
PLTR vs XYZ
+18.8%
+10.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.8% | -4.9% | -3.5% |
| 7D | +4.7% | -1.1% | +5.8% | +5.2% |
| 30D | -16.4% | +11.5% | -27.9% | -21.4% |
| 3M | -6.2% | +1.8% | -7.9% | -5.4% |
| 6M | +29.2% | +21.2% | +8.0% | +12.7% |
| All | +29.2% | +18.8% | +10.4% | +12.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling