+1,692.6%
PLTR vs SHOP
+29.2%
+1,663.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.6% | +5.3% | +1.6% |
| 7D | -5.3% | -4.1% | -1.3% | -3.4% |
| 30D | -1.0% | -11.5% | +10.5% | +5.2% |
| 3M | +24.8% | +21.1% | +3.7% | +11.3% |
| 6M | +8.4% | +3.0% | +5.4% | +4.4% |
| YTD | -4.2% | -16.7% | +12.5% | +1.0% |
| 1Y | +9.1% | -8.3% | +17.4% | +8.4% |
| 3Y | +1,025.6% | +112.8% | +912.8% | +560.2% |
| 5Y | +565.8% | -9.3% | +575.0% | +398.5% |
| All | +1,692.6% | +29.2% | +1,663.4% | +1,003.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 10y: compounded portfolio wealth divided by compounded SHOP 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…
10y analysis · Full analysis span regression · 6 months rolling