+597.7%
PLTR vs SWKS
-43.2%
+641.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.1% |
| 7D | -5.1% | -2.7% | -2.4% | -3.8% |
| 30D | -19.1% | +8.5% | -27.5% | -22.0% |
| 3M | -1.6% | +17.3% | -18.9% | -12.0% |
| 6M | +22.8% | +25.1% | -2.3% | +3.0% |
| YTD | -4.8% | +33.3% | -38.2% | -25.7% |
| 1Y | -4.9% | +22.9% | -27.8% | -22.0% |
| 3Y | +826.1% | +5.5% | +820.6% | +599.5% |
| 5Y | +597.7% | -41.9% | +639.6% | +788.1% |
| All | +597.7% | -43.2% | +641.0% | +788.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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