+1,331.3%
PLTR vs SMR
-3.5%
+1,334.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.4% |
| 7D | -6.4% | +4.4% | -10.8% | -7.0% |
| 30D | +10.0% | +3.4% | +6.6% | +9.2% |
| 3M | +23.0% | -19.2% | +42.2% | +25.6% |
| 6M | +13.8% | -22.6% | +36.4% | +15.5% |
| YTD | -1.9% | -31.5% | +29.6% | +0.4% |
| 1Y | +11.6% | -73.1% | +84.7% | +26.9% |
| 3Y | +1,048.4% | +55.0% | +993.5% | +851.6% |
| All | +1,331.3% | -3.5% | +1,334.8% | +992.6% |
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