+565.8%
PLTR vs SPXU
-86.0%
+651.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -1.1% |
| 7D | -5.3% | -1.5% | -3.9% | -6.2% |
| 30D | -1.0% | +3.7% | -4.7% | +2.1% |
| 3M | +24.8% | -9.6% | +34.4% | +19.0% |
| 6M | +8.4% | -32.4% | +40.7% | -14.4% |
| YTD | -4.2% | -28.7% | +24.5% | -20.5% |
| 1Y | +9.1% | -38.2% | +47.3% | -15.9% |
| 3Y | +1,025.6% | -80.4% | +1,106.0% | +410.4% |
| 5Y | +565.8% | -86.0% | +651.8% | +272.1% |
| All | +565.8% | -86.0% | +651.8% | +272.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling