+552.9%
PLTR vs STLA
-62.4%
+615.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.8% | -5.0% |
| 7D | -6.4% | +2.6% | -9.0% | -7.4% |
| 30D | +10.0% | -1.2% | +11.3% | +10.5% |
| 3M | +23.0% | -24.8% | +47.8% | +38.2% |
| 6M | +13.8% | -25.6% | +39.4% | +26.8% |
| YTD | -1.9% | -48.9% | +47.0% | +25.3% |
| 1Y | +11.6% | -38.8% | +50.4% | +27.0% |
| 3Y | +1,048.4% | -64.5% | +1,113.0% | +1,537.2% |
| All | +552.9% | -62.4% | +615.3% | +729.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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