pltr_psq_3333

The chart shows the growth of an initial investment of $10,000 in pltr_psq_3333, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every month.

Based on dividend-adjusted daily data since Oct 1, 2020, pltr_psq_3333's average daily return is +0.19%, while the average monthly return is +4.49%. At this rate, your investment would double in approximately 1.3 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +108.9%, while the worst month was Feb 2021 at -21.8%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, pltr_psq_3333 closed higher 49% of trading days. The best single day was Feb 6, 2024 with a return of +21.1%, while the worst single day was May 9, 2022 at -12.3%.

pltr_psq_3333 has an annualized alpha of 41.16%, beta of 0.98, and R² of 0.13 versus S&P 500 Index. Calculated based on daily prices since October 01, 2020.

• This portfolio captured 144.65% of S&P 500 Index gains but only 4.29% of its losses — a favorable profile for investors.
• R² of 0.13 means this portfolio moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

pltr_psq_3333 has an expense ratio of 0.28%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

pltr_psq_3333 ranks 39 for risk / return — below 39% of portfolios on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

pltr_psq_3333 Sharpe ratios as of Apr 2, 2026 (values are recalculated daily):

• 1-Year: 1.23
• 5-Year: 0.77
• All Time: 1.01

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

Compared to the broad market, where average Sharpe ratios range from 1.00 to 1.70, this portfolio's current Sharpe ratio falls between the 25th and 75th percentiles. This indicates that its risk-adjusted performance is in line with the majority of portfolios, suggesting a balanced approach to risk and return—likely suitable for a wide range of investors.

The chart below shows the rolling Sharpe ratio of pltr_psq_3333 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

pltr_psq_3333 provided a 1.25% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the pltr_psq_3333. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the pltr_psq_3333 was 68.21%, occurring on Dec 27, 2022. Recovery took 426 trading sessions.

The current pltr_psq_3333 drawdown is 18.20%.

The chart below shows the rolling one-month volatility.