+752.3%
PLTR vs Z
-18.1%
+770.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -3.3% |
| 7D | +4.7% | +0.8% | +3.9% | +4.3% |
| 30D | -16.4% | +5.2% | -21.6% | -18.8% |
| 3M | -6.2% | -17.0% | +10.9% | -1.1% |
| 6M | +29.2% | -22.7% | +51.8% | +38.9% |
| YTD | -5.5% | -56.3% | +50.8% | +23.0% |
| 1Y | -2.4% | -57.7% | +55.2% | +28.0% |
| 3Y | +752.3% | -16.5% | +768.9% | +920.3% |
| All | +752.3% | -18.1% | +770.4% | +920.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling