+1,645.9%
PLTR vs SPXU
-95.0%
+1,740.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -1.0% |
| 7D | -9.1% | +6.4% | -15.5% | -5.3% |
| 30D | -5.2% | +5.9% | -11.1% | -1.0% |
| 3M | +27.4% | -11.7% | +39.0% | +20.0% |
| 6M | +9.7% | -28.7% | +38.4% | -8.4% |
| YTD | -6.7% | -26.4% | +19.7% | -19.6% |
| 1Y | -0.5% | -35.2% | +34.7% | -19.1% |
| 3Y | +996.2% | -79.8% | +1,076.0% | +453.4% |
| 5Y | +531.1% | -86.1% | +617.2% | +267.1% |
| All | +1,645.9% | -95.0% | +1,740.9% | +771.5% |
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