+561.3%
PLTR vs S
-56.8%
+618.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.7% |
| 7D | -6.4% | -7.7% | +1.3% | -2.9% |
| 30D | +10.0% | -5.3% | +15.4% | +12.4% |
| 3M | +23.0% | +20.3% | +2.8% | +12.6% |
| 6M | +13.8% | +47.4% | -33.6% | -6.6% |
| YTD | -1.9% | +32.5% | -34.5% | -16.3% |
| 1Y | +11.6% | +9.5% | +2.1% | +2.8% |
| 3Y | +1,048.4% | +15.5% | +1,032.9% | +842.1% |
| 5Y | +554.4% | -71.2% | +625.6% | +723.4% |
| All | +561.3% | -56.8% | +618.1% | +630.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 all: compounded portfolio wealth divided by compounded S 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…
all analysis · Full analysis span regression · 6 months rolling