+770.5%
PLTR vs SO
+50.9%
+719.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -1.2% |
| 7D | +10.7% | -0.9% | +11.6% | +10.2% |
| 30D | -17.8% | +4.9% | -22.7% | -15.6% |
| 3M | +0.3% | +0.8% | -0.5% | +1.1% |
| 6M | +26.2% | +0.6% | +25.6% | +27.7% |
| YTD | -3.5% | +8.7% | -12.1% | +1.6% |
| 1Y | -6.8% | +4.0% | -10.8% | -3.6% |
| All | +770.5% | +50.9% | +719.6% | +917.7% |
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