+9.1%
PLTR vs SO
+0.5%
+8.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -1.8% |
| 7D | -5.3% | +1.0% | -6.4% | -4.8% |
| 30D | -1.0% | -3.2% | +2.2% | -2.7% |
| 3M | +24.8% | -1.7% | +26.5% | +24.3% |
| 6M | +8.4% | -7.2% | +15.6% | +5.6% |
| YTD | -4.2% | +4.6% | -8.8% | +0.2% |
| 1Y | +9.1% | +1.2% | +7.9% | +12.3% |
| All | +9.1% | +0.5% | +8.6% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling