+765.0%
PLTR vs SO
+45.4%
+719.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.5% | +2.9% |
| 7D | -12.9% | -1.5% | -11.4% | -13.5% |
| 30D | -17.4% | +8.1% | -25.5% | -14.1% |
| 3M | +2.9% | +0.2% | +2.6% | +3.5% |
| 6M | +19.9% | +0.4% | +19.5% | +21.2% |
| YTD | -9.8% | +8.5% | -18.3% | -5.1% |
| 1Y | -8.4% | +4.9% | -13.3% | -4.8% |
| 3Y | +765.0% | +47.9% | +717.1% | +887.4% |
| All | +765.0% | +45.4% | +719.6% | +887.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling