+1,677.1%
PLTR vs SO
+117.0%
+1,560.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | -3.8% | -0.1% | -3.6% | -3.8% |
| 30D | -19.2% | +8.7% | -27.9% | -18.2% |
| 3M | -3.7% | +3.4% | -7.0% | -3.0% |
| 6M | +22.5% | +3.7% | +18.8% | +23.5% |
| YTD | -5.0% | +10.0% | -15.1% | -3.6% |
| 1Y | -12.8% | +6.6% | -19.4% | -11.7% |
| 3Y | +758.3% | +52.5% | +705.8% | +756.5% |
| 5Y | +649.6% | +76.1% | +573.6% | +687.5% |
| All | +1,677.1% | +117.0% | +1,560.1% | +1,719.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 10y: compounded portfolio wealth divided by compounded SO 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…
10y analysis · Full analysis span regression · 6 months rolling