+1,735.1%
PLTR vs SPMO
+221.3%
+1,513.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -6.6% |
| 7D | -6.4% | +2.0% | -8.4% | -9.0% |
| 30D | +10.0% | -0.4% | +10.4% | +10.2% |
| 3M | +23.0% | -1.9% | +24.9% | +20.8% |
| 6M | +13.8% | +25.0% | -11.2% | -25.2% |
| YTD | -1.9% | +26.0% | -27.9% | -36.1% |
| 1Y | +11.6% | +28.7% | -17.0% | -28.6% |
| 3Y | +1,048.4% | +160.9% | +887.5% | +173.6% |
| 5Y | +554.4% | +147.9% | +406.5% | +71.2% |
| All | +1,735.1% | +221.3% | +1,513.8% | +281.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling