+1,298.2%
PLTR vs SMR
+11.2%
+1,286.9%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +15.3% | -17.6% | -4.5% |
| 7D | -5.3% | +21.4% | -26.7% | -8.2% |
| 30D | -1.0% | +13.8% | -14.8% | -3.3% |
| 3M | +24.8% | +3.9% | +20.9% | +22.7% |
| 6M | +8.4% | -4.2% | +12.6% | +6.4% |
| YTD | -4.2% | -21.1% | +16.9% | -4.1% |
| 1Y | +9.1% | -67.1% | +76.2% | +20.3% |
| 3Y | +1,025.6% | +88.9% | +936.7% | +801.4% |
| All | +1,298.2% | +11.2% | +1,286.9% | +943.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling