+499.6%
PLTR vs Z
-55.4%
+555.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +4.7% |
| 7D | -12.9% | -4.6% | -8.3% | -11.3% |
| 30D | -17.4% | +8.3% | -25.7% | -22.1% |
| 3M | +2.9% | -11.6% | +14.5% | +6.5% |
| 6M | +19.9% | -33.6% | +53.5% | +42.6% |
| YTD | -9.8% | -56.7% | +46.9% | +31.4% |
| 1Y | -8.4% | -59.1% | +50.7% | +36.9% |
| 3Y | +765.0% | -20.4% | +785.4% | +684.3% |
| All | +499.6% | -55.4% | +555.0% | +617.7% |
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