+4.4%
PLTR vs SMR
-68.5%
+72.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.9% | +0.2% |
| 7D | 0.0% | +13.1% | -13.0% | -2.5% |
| 30D | -3.3% | +17.8% | -21.0% | -6.7% |
| 3M | +28.4% | +8.1% | +20.3% | +24.8% |
| 6M | +8.4% | -11.1% | +19.5% | +7.3% |
| YTD | -4.6% | -23.7% | +19.1% | -3.5% |
| 1Y | +4.4% | -69.4% | +73.8% | +19.5% |
| All | +4.4% | -68.5% | +72.9% | +19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 1y: compounded portfolio wealth divided by compounded SMR 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…
1y analysis · Full analysis span regression · 6 months rolling