+499.6%
PLTR vs SO
+75.0%
+424.5%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.5% | +3.3% |
| 7D | -12.9% | -1.5% | -11.4% | -13.1% |
| 30D | -17.4% | +8.1% | -25.5% | -16.6% |
| 3M | +2.9% | +0.2% | +2.6% | +3.1% |
| 6M | +19.9% | +0.4% | +19.5% | +20.3% |
| YTD | -9.8% | +8.5% | -18.3% | -9.0% |
| 1Y | -8.4% | +4.9% | -13.3% | -7.7% |
| 3Y | +765.0% | +47.9% | +717.1% | +726.6% |
| All | +499.6% | +75.0% | +424.5% | +521.4% |
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 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