+752.3%
PLTR vs SHOP
+140.2%
+612.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +4.7% | -1.2% | +6.0% | +5.3% |
| 30D | -16.4% | -14.7% | -1.7% | -10.0% |
| 3M | -6.2% | -7.2% | +1.1% | -3.7% |
| 6M | +29.2% | +54.2% | -25.0% | +3.3% |
| YTD | -5.5% | -8.6% | +3.1% | -5.8% |
| 1Y | -2.4% | +0.5% | -2.9% | -7.1% |
| 3Y | +752.3% | +135.9% | +616.4% | +384.3% |
| All | +752.3% | +140.2% | +612.1% | +384.3% |
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