+552.9%
PLTR vs STM
+20.8%
+532.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -5.3% |
| 7D | -6.4% | +5.8% | -12.2% | -8.8% |
| 30D | +10.0% | -1.0% | +11.0% | +10.2% |
| 3M | +23.0% | -33.3% | +56.3% | +41.5% |
| 6M | +13.8% | +57.4% | -43.6% | -20.0% |
| YTD | -1.9% | +102.2% | -104.1% | -41.4% |
| 1Y | +11.6% | +99.6% | -87.9% | -34.1% |
| 3Y | +1,048.4% | +14.5% | +1,033.9% | +797.2% |
| All | +552.9% | +20.8% | +532.1% | +379.6% |
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