+1,735.1%
PLTR vs SM
+2,407.4%
-672.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.0% |
| 7D | -6.4% | +0.1% | -6.5% | -6.5% |
| 30D | +10.0% | +26.3% | -16.3% | +4.5% |
| 3M | +23.0% | +8.7% | +14.4% | +19.5% |
| 6M | +13.8% | +51.7% | -37.9% | +1.2% |
| YTD | -1.9% | +99.0% | -101.0% | -18.6% |
| 1Y | +11.6% | +34.6% | -22.9% | +0.7% |
| 3Y | +1,048.4% | -7.8% | +1,056.2% | +989.5% |
| 5Y | +554.4% | +104.8% | +449.6% | +406.7% |
| All | +1,735.1% | +2,407.4% | -672.4% | +796.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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