+651.6%
PLTR vs SIMO
+184.2%
+467.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | 0.0% |
| 7D | +10.7% | +14.9% | -4.2% | +7.4% |
| 30D | -17.8% | -27.0% | +9.2% | -12.7% |
| 3M | +0.3% | -25.4% | +25.7% | +4.0% |
| 6M | +26.2% | -30.3% | +56.4% | +26.8% |
| YTD | -3.5% | +95.8% | -99.3% | -36.8% |
| 1Y | -6.8% | +100.0% | -106.9% | -39.6% |
| 3Y | +772.3% | +238.3% | +534.0% | +339.1% |
| 5Y | +651.6% | +187.6% | +464.0% | +288.0% |
| All | +651.6% | +184.2% | +467.4% | +288.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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