+1,315.4%
PLTR vs SMR
-48.0%
+1,363.4%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +0.4% | +1.9% | -1.5% | 0.0% |
| 30D | -17.5% | -21.9% | +4.4% | -14.7% |
| 3M | -1.5% | -47.1% | +45.7% | +6.7% |
| 6M | +25.9% | -60.6% | +86.6% | +40.7% |
| YTD | -3.0% | -63.1% | +60.1% | +7.4% |
| 1Y | -9.7% | -80.4% | +70.7% | +8.3% |
| 3Y | +776.5% | +150.2% | +626.2% | +561.6% |
| All | +1,315.4% | -48.0% | +1,363.4% | +1,068.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling