+1,681.1%
PLTR vs SHOP
+46.5%
+1,634.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.1% | +3.4% | +4.4% |
| 7D | -5.1% | -2.7% | -2.5% | -4.1% |
| 30D | -19.1% | -11.0% | -8.1% | -14.3% |
| 3M | -1.6% | +0.3% | -2.0% | -2.9% |
| 6M | +22.8% | +37.7% | -14.9% | +1.6% |
| YTD | -4.8% | -5.5% | +0.7% | -6.7% |
| 1Y | -4.9% | -0.2% | -4.7% | -9.5% |
| 3Y | +826.1% | +151.9% | +674.2% | +393.4% |
| 5Y | +597.7% | -2.2% | +599.9% | +398.0% |
| All | +1,681.1% | +46.5% | +1,634.5% | +919.4% |
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