-9.7%
PLTR vs SPGI
+2.4%
-12.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.8% | +2.0% |
| 7D | +0.4% | -1.4% | +1.8% | +1.1% |
| 30D | -17.5% | +15.3% | -32.8% | -22.8% |
| 3M | -1.5% | +16.5% | -18.0% | -7.9% |
| 6M | +25.9% | +19.8% | +6.1% | +16.5% |
| YTD | -3.0% | -3.2% | +0.2% | -15.0% |
| 1Y | -9.7% | +1.8% | -11.5% | -17.8% |
| All | -9.7% | +2.4% | -12.1% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1y: compounded portfolio wealth divided by compounded SPGI 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…
1y analysis · Full analysis span regression · 6 months rolling