+1,706.1%
PLTR vs SPXU
-95.0%
+1,801.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | +0.2% |
| 7D | +10.7% | -9.4% | +20.1% | +4.2% |
| 30D | -17.8% | +7.4% | -25.2% | -11.9% |
| 3M | +0.3% | +6.2% | -5.8% | +7.3% |
| 6M | +26.2% | -7.2% | +33.4% | +26.5% |
| YTD | -3.5% | -26.8% | +23.3% | -15.2% |
| 1Y | -6.8% | -26.3% | +19.4% | -16.7% |
| 3Y | +772.3% | -80.6% | +852.9% | +329.0% |
| 5Y | +651.6% | -83.6% | +735.1% | +364.4% |
| All | +1,706.1% | -95.0% | +1,801.1% | +819.4% |
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