+552.9%
PLTR vs SFM
+230.0%
+323.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.9% | -7.4% | -4.9% |
| 7D | -6.4% | -0.1% | -6.3% | -6.4% |
| 30D | +10.0% | -4.4% | +14.4% | +10.5% |
| 3M | +23.0% | +1.5% | +21.5% | +21.7% |
| 6M | +13.8% | +6.5% | +7.3% | +10.6% |
| YTD | -1.9% | +2.2% | -4.1% | -4.2% |
| 1Y | +11.6% | -41.9% | +53.5% | +22.8% |
| 3Y | +1,048.4% | +106.8% | +941.7% | +937.6% |
| All | +552.9% | +230.0% | +323.0% | +491.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling