+1,668.3%
PLTR vs SO
+116.8%
+1,551.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -1.9% |
| 7D | +4.7% | +1.4% | +3.4% | +5.0% |
| 30D | -16.4% | +4.7% | -21.1% | -15.7% |
| 3M | -6.2% | +1.7% | -7.9% | -5.7% |
| 6M | +29.2% | +2.2% | +27.0% | +30.0% |
| YTD | -5.5% | +10.0% | -15.5% | -4.1% |
| 1Y | -2.4% | +6.0% | -8.5% | -1.2% |
| 3Y | +752.3% | +54.1% | +698.2% | +749.6% |
| 5Y | +635.8% | +79.6% | +556.2% | +678.4% |
| All | +1,668.3% | +116.8% | +1,551.5% | +1,710.8% |
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