+548.8%
PLTR vs SITM
+164.5%
+384.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | 0.0% |
| 7D | 0.0% | +3.7% | -3.7% | -1.3% |
| 30D | -3.3% | -14.5% | +11.3% | +0.8% |
| 3M | +28.4% | -10.6% | +38.9% | +27.0% |
| 6M | +8.4% | +65.5% | -57.2% | -18.1% |
| YTD | -4.6% | +67.0% | -71.6% | -30.9% |
| 1Y | +4.4% | +138.6% | -134.2% | -36.8% |
| 3Y | +1,020.5% | +421.8% | +598.7% | +308.6% |
| 5Y | +548.8% | +172.4% | +376.4% | +157.6% |
| All | +548.8% | +164.5% | +384.3% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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