+1,735.1%
PLTR vs SHW
+48.7%
+1,686.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -4.9% | -4.7% |
| 7D | -6.4% | -3.2% | -3.2% | -4.9% |
| 30D | +10.0% | -9.5% | +19.6% | +15.5% |
| 3M | +23.0% | +11.5% | +11.6% | +15.8% |
| 6M | +13.8% | -3.5% | +17.3% | +14.4% |
| YTD | -1.9% | +3.7% | -5.6% | -6.3% |
| 1Y | +11.6% | -7.9% | +19.6% | +13.5% |
| 3Y | +1,048.4% | +24.7% | +1,023.7% | +863.0% |
| 5Y | +554.4% | +13.6% | +540.8% | +428.7% |
| All | +1,735.1% | +48.7% | +1,686.3% | +1,357.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 all: compounded portfolio wealth divided by compounded SHW 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…
all analysis · Full analysis span regression · 6 months rolling