-10.0%
PLTR vs SFM
-35.8%
+25.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.7% | -1.7% |
| 7D | -12.8% | -12.3% | -0.5% | -13.3% |
| 30D | -9.3% | -16.2% | +6.9% | -10.3% |
| 3M | +5.6% | -36.8% | +42.4% | +0.9% |
| 6M | +17.6% | -32.6% | +50.2% | +12.2% |
| YTD | -3.4% | -31.7% | +28.3% | -6.6% |
| 1Y | -10.0% | -35.0% | +25.0% | -12.7% |
| All | -10.0% | -35.8% | +25.8% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 1y: compounded portfolio wealth divided by compounded SFM 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…
1y analysis · Full analysis span regression · 6 months rolling