+1,684.5%
PLTR vs SPG
+340.1%
+1,344.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +1.3% |
| 7D | 0.0% | -2.7% | +2.7% | +1.4% |
| 30D | -3.3% | -7.3% | +4.0% | +0.4% |
| 3M | +28.4% | -3.5% | +31.8% | +29.7% |
| 6M | +8.4% | +8.5% | -0.1% | +2.2% |
| YTD | -4.6% | +13.0% | -17.6% | -12.6% |
| 1Y | +4.4% | +18.0% | -13.6% | -7.1% |
| 3Y | +1,020.5% | +104.5% | +916.0% | +645.4% |
| 5Y | +548.8% | +102.0% | +446.7% | +335.1% |
| All | +1,684.5% | +340.1% | +1,344.4% | +989.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling