+552.9%
PLTR vs Z
-64.8%
+617.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.4% | -3.5% |
| 7D | -6.4% | -3.0% | -3.4% | -5.1% |
| 30D | +10.0% | -4.2% | +14.2% | +11.8% |
| 3M | +23.0% | -3.7% | +26.7% | +24.4% |
| 6M | +13.8% | -24.5% | +38.3% | +28.0% |
| YTD | -1.9% | -49.3% | +47.4% | +32.2% |
| 1Y | +11.6% | -58.7% | +70.3% | +63.3% |
| 3Y | +1,048.4% | -34.1% | +1,082.6% | +1,142.6% |
| All | +552.9% | -64.8% | +617.7% | +626.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling