-2.4%
PLTR vs SFM
-36.8%
+34.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.4% | -2.0% |
| 7D | +4.7% | +6.0% | -1.3% | +5.3% |
| 30D | -16.4% | -19.5% | +3.0% | -17.7% |
| 3M | -6.2% | -37.0% | +30.9% | -10.7% |
| 6M | +29.2% | -41.0% | +70.2% | +22.2% |
| YTD | -5.5% | -34.6% | +29.2% | -9.5% |
| 1Y | -2.4% | -36.3% | +33.8% | -6.6% |
| All | -2.4% | -36.8% | +34.4% | -6.6% |
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