+552.9%
PLTR vs SIMO
+269.6%
+283.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.7% | -13.2% | -6.5% |
| 7D | -6.4% | +4.2% | -10.7% | -7.5% |
| 30D | +10.0% | +4.1% | +5.9% | +7.7% |
| 3M | +23.0% | -12.9% | +35.9% | +22.4% |
| 6M | +13.8% | +110.3% | -96.5% | -19.8% |
| YTD | -1.9% | +178.6% | -180.5% | -40.2% |
| 1Y | +11.6% | +220.0% | -208.3% | -36.3% |
| 3Y | +1,048.4% | +409.0% | +639.4% | +424.6% |
| All | +552.9% | +269.6% | +283.4% | +256.1% |
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