+552.9%
PLTR vs SHOP
-6.7%
+559.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.2% |
| 7D | -6.4% | -5.1% | -1.3% | -3.9% |
| 30D | +10.0% | +0.6% | +9.4% | +9.6% |
| 3M | +23.0% | +25.0% | -2.0% | +7.9% |
| 6M | +13.8% | +11.9% | +1.9% | +4.9% |
| YTD | -1.9% | -9.9% | +7.9% | -0.6% |
| 1Y | +11.6% | 0.0% | +11.7% | +6.1% |
| 3Y | +1,048.4% | +117.5% | +930.9% | +557.8% |
| All | +552.9% | -6.7% | +559.6% | +410.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling