+94.5%
QQQ vs PLTR
+567.7%
-473.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +1.0% | 0.0% | +1.0% | +0.9% |
| 30D | -0.6% | -3.3% | +2.6% | -0.2% |
| 3M | +1.3% | +28.4% | -27.1% | -5.0% |
| 6M | +18.1% | +8.4% | +9.8% | +13.9% |
| YTD | +16.9% | -4.6% | +21.5% | +15.1% |
| 1Y | +24.0% | +4.4% | +19.6% | +19.1% |
| 3Y | +95.6% | +1,020.5% | -924.9% | +3.9% |
| 5Y | +94.5% | +548.8% | -454.3% | +6.4% |
| All | +94.5% | +567.7% | -473.2% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTR.
Daily Out/Under-Performance
Portfolio return minus PLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTR 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 PLTR 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