+1,735.1%
PLTR vs SIMO
+654.2%
+1,080.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.7% | -13.2% | -6.6% |
| 7D | -6.4% | +4.2% | -10.7% | -7.6% |
| 30D | +10.0% | +4.1% | +5.9% | +7.5% |
| 3M | +23.0% | -12.9% | +35.9% | +22.3% |
| 6M | +13.8% | +110.3% | -96.5% | -20.4% |
| YTD | -1.9% | +178.6% | -180.5% | -40.4% |
| 1Y | +11.6% | +220.0% | -208.3% | -36.3% |
| 3Y | +1,048.4% | +409.0% | +639.4% | +429.2% |
| 5Y | +554.4% | +277.3% | +277.1% | +220.4% |
| All | +1,735.1% | +654.2% | +1,080.9% | +505.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling