+548.8%
PLTR vs SPMO
+149.2%
+399.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.3% | -0.3% |
| 7D | 0.0% | +2.7% | -2.7% | -3.7% |
| 30D | -3.3% | +1.1% | -4.3% | -5.1% |
| 3M | +28.4% | +2.0% | +26.3% | +18.5% |
| 6M | +8.4% | +26.5% | -18.2% | -32.2% |
| YTD | -4.6% | +26.5% | -31.1% | -40.1% |
| 1Y | +4.4% | +27.9% | -23.5% | -34.9% |
| 3Y | +1,020.5% | +160.4% | +860.1% | +129.3% |
| 5Y | +548.8% | +151.5% | +397.3% | +47.4% |
| All | +548.8% | +149.2% | +399.6% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling