+1,677.1%
PLTR vs Z
-71.4%
+1,748.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | +2.2% |
| 7D | -3.8% | -6.5% | +2.7% | -1.2% |
| 30D | -19.2% | -0.1% | -19.1% | -20.5% |
| 3M | -3.7% | -14.1% | +10.5% | +0.7% |
| 6M | +22.5% | -30.1% | +52.6% | +39.9% |
| YTD | -5.0% | -57.5% | +52.5% | +33.9% |
| 1Y | -12.8% | -60.3% | +47.5% | +26.3% |
| 3Y | +758.3% | -21.0% | +779.3% | +725.3% |
| 5Y | +649.6% | -54.9% | +704.6% | +780.1% |
| All | +1,677.1% | -71.4% | +1,748.5% | +2,079.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling