+552.9%
PLTR vs SPGI
+8.3%
+544.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.1% |
| 7D | -6.4% | +0.1% | -6.6% | -6.4% |
| 30D | +10.0% | +8.4% | +1.6% | +2.4% |
| 3M | +23.0% | +11.8% | +11.2% | +10.7% |
| 6M | +13.8% | +5.7% | +8.1% | +7.8% |
| YTD | -1.9% | -9.7% | +7.8% | +4.8% |
| 1Y | +11.6% | -12.5% | +24.1% | +20.9% |
| 3Y | +1,048.4% | +21.8% | +1,026.6% | +729.1% |
| All | +552.9% | +8.3% | +544.7% | +401.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling