+1,707.4%
PLTR vs SW
+42.5%
+1,664.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.1% | -6.2% | -2.8% |
| 7D | -12.8% | +12.1% | -24.8% | -14.5% |
| 30D | -9.3% | +6.6% | -15.9% | -10.4% |
| 3M | +5.6% | -6.0% | +11.6% | +6.5% |
| 6M | +17.6% | +21.5% | -3.9% | +13.2% |
| YTD | -3.4% | +20.3% | -23.7% | -8.0% |
| 1Y | -10.0% | +28.1% | -38.1% | -15.3% |
| 3Y | +808.9% | +51.6% | +757.3% | +722.3% |
| 5Y | +548.7% | -0.1% | +548.8% | +495.5% |
| All | +1,707.4% | +42.5% | +1,664.9% | +1,686.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling