+1,645.9%
PLTR vs SPMO
+216.6%
+1,429.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.3% | +0.3% |
| 7D | -9.1% | +0.1% | -9.2% | -9.4% |
| 30D | -5.2% | -0.7% | -4.5% | -4.7% |
| 3M | +27.4% | +2.8% | +24.5% | +16.8% |
| 6M | +9.7% | +24.4% | -14.7% | -27.5% |
| YTD | -6.7% | +24.2% | -30.9% | -38.0% |
| 1Y | -0.5% | +24.5% | -25.0% | -33.3% |
| 3Y | +996.2% | +155.6% | +840.7% | +168.6% |
| 5Y | +531.1% | +148.2% | +382.9% | +65.8% |
| All | +1,645.9% | +216.6% | +1,429.3% | +270.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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