+651.6%
PLTR vs STM
-4.9%
+656.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.7% |
| 7D | +10.7% | +16.3% | -5.6% | +3.9% |
| 30D | -17.8% | -6.3% | -11.5% | -15.7% |
| 3M | +0.3% | -14.1% | +14.4% | +5.4% |
| 6M | +26.2% | -19.6% | +45.7% | +27.4% |
| YTD | -3.5% | +80.1% | -83.6% | -39.6% |
| 1Y | -6.8% | +95.4% | -102.2% | -44.5% |
| 3Y | +772.3% | +14.7% | +757.6% | +543.8% |
| 5Y | +651.6% | -5.4% | +656.9% | +502.8% |
| All | +651.6% | -4.9% | +656.4% | +502.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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