-9.7%
PLTR vs Z
-59.6%
+49.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.6% |
| 7D | +0.4% | -13.1% | +13.5% | +4.9% |
| 30D | -17.5% | +5.9% | -23.4% | -19.9% |
| 3M | -1.5% | -13.7% | +12.2% | +2.7% |
| 6M | +25.9% | -27.1% | +53.1% | +37.6% |
| YTD | -3.0% | -56.8% | +53.8% | +21.5% |
| 1Y | -9.7% | -60.2% | +50.5% | +15.4% |
| All | -9.7% | -59.6% | +49.9% | +15.4% |
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