+1,735.1%
PLTR vs XYZ
-49.7%
+1,784.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.1% |
| 7D | -6.4% | -1.0% | -5.5% | -6.2% |
| 30D | +10.0% | -1.7% | +11.7% | +10.6% |
| 3M | +23.0% | +16.7% | +6.3% | +13.0% |
| 6M | +13.8% | +26.9% | -13.1% | -0.6% |
| YTD | -1.9% | +27.1% | -29.1% | -15.9% |
| 1Y | +11.6% | +9.3% | +2.4% | +2.7% |
| 3Y | +1,048.4% | +42.3% | +1,006.1% | +706.9% |
| 5Y | +554.4% | -69.3% | +623.7% | +941.0% |
| All | +1,735.1% | -49.7% | +1,784.7% | +2,111.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling