+1,531.5%
PLTR vs SW
+40.3%
+1,491.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -1.5% | -8.2% | -9.5% |
| 7D | -21.1% | +4.7% | -25.7% | -21.7% |
| 30D | -19.3% | +5.0% | -24.3% | -20.0% |
| 3M | -2.2% | -7.3% | +5.2% | -1.1% |
| 6M | +14.0% | +15.0% | -0.9% | +10.9% |
| YTD | -12.8% | +18.5% | -31.3% | -16.7% |
| 1Y | -17.5% | +27.1% | -44.6% | -22.3% |
| 3Y | +720.5% | +49.3% | +671.2% | +644.3% |
| 5Y | +496.1% | -1.6% | +497.8% | +448.7% |
| All | +1,531.5% | +40.3% | +1,491.1% | +1,517.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 10y: compounded portfolio wealth divided by compounded SW 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…
10y analysis · Full analysis span regression · 6 months rolling