+765.0%
PLTR vs SHOP
+141.8%
+623.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.6% | -0.1% | +1.8% |
| 7D | -12.9% | -5.4% | -7.4% | -10.8% |
| 30D | -17.4% | -10.3% | -7.1% | -13.2% |
| 3M | +2.9% | +1.0% | +1.9% | +1.6% |
| 6M | +19.9% | +41.2% | -21.4% | -0.4% |
| YTD | -9.8% | -7.5% | -2.3% | -10.6% |
| 1Y | -8.4% | -4.6% | -3.8% | -10.5% |
| 3Y | +765.0% | +146.4% | +618.6% | +401.5% |
| All | +765.0% | +141.8% | +623.3% | +401.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling