+499.6%
PLTR vs SPG
+74.6%
+425.0%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +2.9% |
| 7D | -12.9% | +4.9% | -17.8% | -15.9% |
| 30D | -17.4% | +15.6% | -33.0% | -26.0% |
| 3M | +2.9% | +4.1% | -1.2% | -0.5% |
| 6M | +19.9% | +13.6% | +6.3% | +6.7% |
| YTD | -9.8% | +27.5% | -37.3% | -28.3% |
| 1Y | -8.4% | +32.2% | -40.6% | -29.6% |
| 3Y | +765.0% | +126.0% | +639.0% | +290.5% |
| All | +499.6% | +74.6% | +425.0% | +208.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling