+752.3%
PLTR vs SPMO
+124.5%
+627.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -0.1% |
| 7D | +4.7% | +6.3% | -1.6% | -3.0% |
| 30D | -16.4% | -8.9% | -7.5% | -6.0% |
| 3M | -6.2% | -13.2% | +7.1% | +11.4% |
| 6M | +29.2% | -9.3% | +38.4% | +36.6% |
| YTD | -5.5% | +11.6% | -17.0% | -30.4% |
| 1Y | -2.4% | +13.4% | -15.8% | -29.9% |
| 3Y | +752.3% | +122.9% | +629.4% | +82.3% |
| All | +752.3% | +124.5% | +627.8% | +82.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling