+1,668.3%
PLTR vs SPXU
-94.9%
+1,763.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -1.3% |
| 7D | +4.7% | -7.6% | +12.3% | -0.1% |
| 30D | -16.4% | +5.3% | -21.7% | -11.7% |
| 3M | -6.2% | +9.6% | -15.8% | +2.5% |
| 6M | +29.2% | -4.5% | +33.7% | +32.0% |
| YTD | -5.5% | -25.9% | +20.4% | -16.3% |
| 1Y | -2.4% | -28.9% | +26.5% | -15.0% |
| 3Y | +752.3% | -80.5% | +832.8% | +321.4% |
| 5Y | +635.8% | -83.4% | +719.2% | +358.4% |
| All | +1,668.3% | -94.9% | +1,763.3% | +807.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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