+552.9%
PLTR vs SO
+58.2%
+494.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.7% | -4.6% |
| 7D | -6.4% | -0.2% | -6.3% | -6.4% |
| 30D | +10.0% | -4.6% | +14.6% | +9.5% |
| 3M | +23.0% | -3.0% | +26.1% | +22.7% |
| 6M | +13.8% | -8.3% | +22.1% | +13.2% |
| YTD | -1.9% | +3.5% | -5.5% | -1.7% |
| 1Y | +11.6% | -0.9% | +12.6% | +11.7% |
| 3Y | +1,048.4% | +45.4% | +1,003.1% | +990.4% |
| All | +552.9% | +58.2% | +494.7% | +533.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling