+1,735.1%
PLTR vs STM
+79.8%
+1,655.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -5.3% |
| 7D | -6.4% | +5.8% | -12.2% | -8.7% |
| 30D | +10.0% | -1.0% | +11.0% | +10.2% |
| 3M | +23.0% | -33.3% | +56.3% | +41.2% |
| 6M | +13.8% | +57.4% | -43.6% | -18.7% |
| YTD | -1.9% | +102.2% | -104.1% | -40.0% |
| 1Y | +11.6% | +99.6% | -87.9% | -32.5% |
| 3Y | +1,048.4% | +14.5% | +1,033.9% | +794.5% |
| 5Y | +554.4% | +21.4% | +533.0% | +383.5% |
| All | +1,735.1% | +79.8% | +1,655.3% | +1,184.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling