+9.1%
PLTR vs SFM
-45.2%
+54.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.5% | +4.2% | -2.7% |
| 7D | -5.3% | -5.8% | +0.5% | -5.7% |
| 30D | -1.0% | -11.4% | +10.4% | -1.7% |
| 3M | +24.8% | -12.2% | +37.0% | +23.8% |
| 6M | +8.4% | -5.2% | +13.5% | +7.1% |
| YTD | -4.2% | -4.5% | +0.3% | -4.5% |
| 1Y | +9.1% | -45.4% | +54.5% | -0.3% |
| All | +9.1% | -45.2% | +54.3% | -0.3% |
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