+617.6%
PLTR vs SO
+79.0%
+538.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -1.9% |
| 7D | +4.7% | +1.4% | +3.4% | +4.9% |
| 30D | -16.4% | +4.7% | -21.1% | -15.9% |
| 3M | -6.2% | +1.7% | -7.9% | -5.8% |
| 6M | +29.2% | +2.2% | +27.0% | +29.8% |
| YTD | -5.5% | +10.0% | -15.5% | -4.6% |
| 1Y | -2.4% | +6.0% | -8.5% | -1.6% |
| 3Y | +752.3% | +54.1% | +698.2% | +703.9% |
| All | +617.6% | +79.0% | +538.6% | +607.6% |
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