-10.0%
PLTR vs Z
-54.2%
+44.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +9.4% | -11.5% | -4.8% |
| 7D | -12.8% | +10.2% | -22.9% | -15.4% |
| 30D | -9.3% | +23.7% | -33.0% | -16.3% |
| 3M | +5.6% | -6.6% | +12.1% | +7.7% |
| 6M | +17.6% | -23.0% | +40.6% | +26.3% |
| YTD | -3.4% | -50.3% | +46.9% | +16.7% |
| 1Y | -10.0% | -53.6% | +43.6% | +10.2% |
| All | -10.0% | -54.2% | +44.2% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling