PLTR
Palantir Technologies Inc - Class A
TREND FOLLOWING PERFORMANCE HISTORY
2026-07-26
Executive Summary
The quantitative backtest for PLTR (Palantir Technologies Inc - Class A) using the Excess Return MMA* strategy in a Trading context demonstrated its primary role in risk mitigation, experiencing a maximum drawdown of -50.5% (compared to the benchmark's drawdown of -79.1%). Over the evaluated period, this protective approach generated a Compound Annual Growth Rate (CAGR) of 20.4%, compared to a Buy-and-Hold benchmark return of 37.2%. The strategy executed 75 total trades.
* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.
* Excess Return MMA: Multi-Moving Average (Triple-Band) model utilizing sophisticated long/short cross durations optimized against volatility.
📊 Mathematical Model
Excess Return MMA Active
Advanced Ensemble: Uses multiple signal layers for maximum trend stability and noise reduction.
Excess Return MMA CA
Advanced Dynamic Sleeve: MMA ensemble signals on the primary asset combined with a momentum-based cash alternative ETF rotation.
Excess Return SMA
Standard Signal: Classical quantitative trend following optimized for reliable directionality.
Available in Investing Mode
Moving Average (50/200)
Moving Average: The baseline 50/200-day crossover model used by technical analysts worldwide.
Available in Investing Mode
PLTR Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | -8.48% | -20.64% | 22.26% | 40.97% | 20.35% | 37.25% |
| Sharpe Ratio | -0.31 | -0.45 | 0.51 | 0.53 | 0.48 | 0.50 |
| Max Drawdown | -25.71% | -48.22% | -50.50% | -79.14% | -50.50% | -79.14% |
| % Time Invested | 68.2% | 100.0% | 68.8% | 100.0% | 68.5% | 100.0% |
| Trades / Year | 12.0 | 0.0 | 14.0 | 0.0 | 14.2 | 0.0 |
Cumulative Growth Performance
Return Distribution Analysis
Trade History
This log shows every signal-driven transition. Completed trades reflect standard market cycles. An Open or Mark-to-Market exit denotes an active position (either in the primary asset or a cash/yield sleeve) valued at the current price for reporting purposes. Interest entries record yield accrued from cash or cash alternatives (like BIL) during out-of-market defensive periods.
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason | |
|---|---|---|---|---|---|---|---|---|
| 🔒 Active Positions & Recent Execution Signals Hidden Trading on delayed data carries high execution risk. Current allocations, pending next-day rebalances, and active execution signals (last 60 days) require a Premium subscription. Upgrade to Pro to Unlock | ||||||||
| 2026-05-01 | 2026-05-19 | Completed | 33.33% | $143.25 | $135.17 | -5.69% | Signal | |
| 2026-04-16 | 2026-05-15 | Completed | 33.33% | $144.29 | $132.80 | -8.01% | Signal | |
| 2026-04-09 | 2026-05-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2026-02-02 | 2026-04-16 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.74% | Interest Income | |
| 2026-03-05 | 2026-04-09 | Completed | 33.33% | $152.94 | $139.40 | -8.90% | Signal | |
| 2026-01-14 | 2026-03-05 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.49% | Interest Income | |
| 2026-01-15 | 2026-02-02 | Completed | 33.33% | $178.71 | $150.94 | -15.58% | Stop | |
| 2025-12-03 | 2026-01-29 | Completed | 33.33% | $170.14 | $157.63 | -7.40% | Stop | |
| 2025-12-22 | 2026-01-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2025-12-18 | 2026-01-14 | Completed | 33.33% | $181.51 | $178.12 | -1.91% | Signal | |
| 2025-12-03 | 2025-12-22 | Completed | 33.33% | $170.14 | $195.04 | 14.58% | Signal | |
| 2025-11-25 | 2025-12-18 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.23% | Interest Income | |
| 2025-11-10 | 2025-12-03 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.24% | Interest Income | |
| 2025-11-10 | 2025-12-03 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.24% | Interest Income | |
| 2025-11-18 | 2025-11-25 | Completed | 33.33% | $168.37 | $160.07 | -4.98% | Signal | |
| 2025-10-27 | 2025-11-18 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.25% | Interest Income | |
| 2025-09-15 | 2025-11-10 | Completed | 33.33% | $169.60 | $184.31 | 8.62% | Stop | |
| 2025-09-15 | 2025-11-10 | Completed | 33.33% | $169.60 | $184.31 | 8.62% | Stop | |
| 2025-09-15 | 2025-10-27 | Completed | 33.33% | $169.60 | $188.97 | 11.37% | Signal | |
| 2025-08-21 | 2025-09-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.26% | Interest Income | |
| 2025-08-21 | 2025-09-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.26% | Interest Income | |
| 2025-08-21 | 2025-09-15 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.26% | Interest Income | |
| 2025-04-24 | 2025-08-21 | Completed | 33.33% | $101.53 | $157.17 | 54.72% | Stop | |
| 2025-04-24 | 2025-08-21 | Completed | 33.33% | $101.53 | $157.17 | 54.72% | Stop | |
| 2025-04-24 | 2025-08-21 | Completed | 33.33% | $101.53 | $157.17 | 54.72% | Stop | |
| 2025-04-01 | 2025-04-24 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-04-01 | 2025-04-24 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-04-01 | 2025-04-24 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-03-25 | 2025-04-01 | Completed | 33.33% | $97.22 | $83.89 | -13.75% | Stop | |
| 2025-03-17 | 2025-04-01 | Completed | 33.33% | $88.44 | $83.89 | -5.19% | Stop | |
| 2025-03-17 | 2025-04-01 | Completed | 33.33% | $88.44 | $83.89 | -5.19% | Stop | |
| 2025-02-21 | 2025-03-25 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.37% | Interest Income | |
| 2025-02-21 | 2025-03-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-02-21 | 2025-03-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-02-04 | 2025-02-21 | Completed | 33.33% | $102.80 | $107.68 | 4.69% | Stop | |
| 2025-02-04 | 2025-02-21 | Completed | 33.33% | $102.80 | $107.68 | 4.69% | Stop | |
| 2025-02-04 | 2025-02-21 | Completed | 33.33% | $102.80 | $107.68 | 4.69% | Stop | |
| 2025-01-10 | 2025-02-04 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-01-10 | 2025-02-04 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2025-01-10 | 2025-02-04 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.27% | Interest Income | |
| 2024-08-28 | 2025-01-10 | Completed | 33.33% | $30.62 | $66.01 | 115.47% | Stop | |
| 2024-08-28 | 2025-01-10 | Completed | 33.33% | $30.62 | $66.01 | 115.47% | Stop | |
| 2024-08-28 | 2025-01-10 | Completed | 33.33% | $30.62 | $66.01 | 115.47% | Stop | |
| 2024-08-06 | 2024-08-28 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2024-08-06 | 2024-08-28 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2024-08-06 | 2024-08-28 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2024-06-20 | 2024-08-06 | Completed | 33.33% | $26.44 | $27.05 | 2.26% | Stop | |
| 2024-06-18 | 2024-08-06 | Completed | 33.33% | $25.15 | $27.05 | 7.50% | Stop | |
| 2024-05-09 | 2024-08-06 | Completed | 33.33% | $21.49 | $27.05 | 25.81% | Stop | |
| 2024-05-14 | 2024-06-20 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.53% | Interest Income | |
| 2024-05-24 | 2024-06-18 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2024-05-07 | 2024-05-24 | Completed | 33.33% | $21.99 | $20.72 | -5.82% | Signal | |
| 2024-05-09 | 2024-05-14 | Completed | 33.33% | $21.49 | $20.95 | -2.56% | Signal | |
| 2024-04-17 | 2024-05-09 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2024-04-17 | 2024-05-09 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2024-04-02 | 2024-05-07 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.53% | Interest Income | |
| 2024-02-26 | 2024-04-17 | Completed | 33.33% | $23.03 | $22.01 | -4.48% | Stop | |
| 2024-01-26 | 2024-04-17 | Completed | 33.33% | $16.40 | $22.01 | 34.14% | Stop | |
| 2024-01-26 | 2024-04-02 | Completed | 33.33% | $16.40 | $22.00 | 34.08% | Signal | |
| 2024-02-01 | 2024-02-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2024-01-26 | 2024-02-01 | Completed | 33.33% | $16.40 | $16.21 | -1.21% | Signal | |
| 2024-01-03 | 2024-01-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2024-01-03 | 2024-01-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-12-07 | 2024-01-26 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.70% | Interest Income | |
| 2023-11-22 | 2024-01-03 | Completed | 33.33% | $20.26 | $16.12 | -20.47% | Stop | |
| 2023-11-22 | 2024-01-03 | Completed | 33.33% | $20.26 | $16.12 | -20.47% | Stop | |
| 2023-10-26 | 2023-12-07 | Completed | 33.33% | $15.60 | $17.22 | 10.33% | Stop | |
| 2023-10-31 | 2023-11-22 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-10-31 | 2023-11-22 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-10-13 | 2023-10-31 | Completed | 33.33% | $18.06 | $14.58 | -19.31% | Stop | |
| 2023-08-31 | 2023-10-31 | Completed | 33.33% | $15.60 | $14.58 | -6.59% | Stop | |
| 2023-10-04 | 2023-10-26 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.35% | Interest Income | |
| 2023-09-20 | 2023-10-13 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.37% | Interest Income | |
| 2023-09-08 | 2023-10-04 | Completed | 33.33% | $15.12 | $15.46 | 2.20% | Signal | |
| 2023-08-31 | 2023-09-20 | Completed | 33.33% | $15.60 | $15.25 | -2.29% | Signal | |
| 2023-08-09 | 2023-09-08 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.45% | Interest Income | |
| 2023-08-09 | 2023-08-31 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-08-09 | 2023-08-31 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-07-19 | 2023-08-09 | Completed | 33.33% | $18.02 | $16.76 | -7.04% | Stop | |
| 2023-07-19 | 2023-08-09 | Completed | 33.33% | $18.02 | $16.76 | -7.04% | Stop | |
| 2023-07-19 | 2023-08-09 | Completed | 33.33% | $18.02 | $16.76 | -7.04% | Stop | |
| 2023-06-26 | 2023-07-19 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-06-26 | 2023-07-19 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-06-26 | 2023-07-19 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-05-30 | 2023-06-26 | Completed | 33.33% | $14.44 | $13.87 | -4.00% | Stop | |
| 2023-03-29 | 2023-06-26 | Completed | 33.33% | $8.09 | $13.87 | 71.36% | Stop | |
| 2023-03-17 | 2023-06-26 | Completed | 33.33% | $7.93 | $13.87 | 74.82% | Stop | |
| 2023-05-05 | 2023-05-30 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.33% | Interest Income | |
| 2023-04-17 | 2023-05-05 | Completed | 33.33% | $8.81 | $7.44 | -15.59% | Signal | |
| 2023-03-23 | 2023-04-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.31% | Interest Income | |
| 2022-10-12 | 2023-03-29 | Interest (CASH) | 33.33% | $1.00 | $1.02 | 2.04% | Interest Income | |
| 2023-03-21 | 2023-03-23 | Completed | 33.33% | $8.20 | $8.32 | 1.41% | Signal | |
| 2023-02-23 | 2023-03-21 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.34% | Interest Income | |
| 2023-02-23 | 2023-03-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.30% | Interest Income | |
| 2023-02-09 | 2023-02-23 | Completed | 33.33% | $8.34 | $8.42 | 0.91% | Stop | |
| 2023-01-13 | 2023-02-23 | Completed | 33.33% | $6.84 | $8.42 | 23.04% | Stop | |
| 2022-12-07 | 2023-02-09 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.76% | Interest Income | |
| 2022-11-08 | 2023-01-13 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.77% | Interest Income | |
| 2022-11-03 | 2022-12-07 | Completed | 33.33% | $8.07 | $7.08 | -12.31% | Stop | |
| 2022-09-29 | 2022-11-08 | Completed | 33.33% | $8.05 | $7.08 | -12.09% | Stop | |
| 2022-09-26 | 2022-11-03 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.41% | Interest Income | |
| 2022-10-04 | 2022-10-12 | Completed | 33.33% | $8.48 | $8.06 | -5.00% | Stop | |
| 2022-08-09 | 2022-10-04 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.46% | Interest Income | |
| 2022-08-10 | 2022-09-29 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.41% | Interest Income | |
| 2022-09-01 | 2022-09-26 | Completed | 33.33% | $7.61 | $7.35 | -3.46% | Signal | |
| 2022-08-10 | 2022-09-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.17% | Interest Income | |
| 2022-07-08 | 2022-08-10 | Completed | 33.33% | $9.92 | $9.51 | -4.18% | Stop | |
| 2022-07-07 | 2022-08-10 | Completed | 33.33% | $9.76 | $9.51 | -2.61% | Stop | |
| 2022-08-05 | 2022-08-09 | Completed | 33.33% | $11.01 | $9.54 | -13.39% | Stop | |
| 2021-12-23 | 2022-08-05 | Interest (CASH) | 33.33% | $1.00 | $1.01 | 0.57% | Interest Income | |
| 2022-06-14 | 2022-07-08 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.11% | Interest Income | |
| 2022-05-24 | 2022-07-07 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.17% | Interest Income | |
| 2022-05-31 | 2022-06-14 | Completed | 33.33% | $8.97 | $7.74 | -13.81% | Stop | |
| 2022-04-19 | 2022-05-31 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.11% | Interest Income | |
| 2022-05-20 | 2022-05-24 | Completed | 33.33% | $8.26 | $7.98 | -3.44% | Signal | |
| 2022-04-28 | 2022-05-20 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.06% | Interest Income | |
| 2022-04-18 | 2022-04-28 | Completed | 33.33% | $12.35 | $10.69 | -13.48% | Stop | |
| 2022-03-17 | 2022-04-19 | Completed | 33.33% | $11.72 | $12.08 | 3.02% | Stop | |
| 2021-11-12 | 2022-04-18 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.11% | Interest Income | |
| 2022-02-22 | 2022-03-17 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income | |
| 2022-02-16 | 2022-02-22 | Completed | 33.33% | $13.91 | $10.70 | -23.12% | Stop | |
| 2021-11-19 | 2022-02-16 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.03% | Interest Income | |
| 2021-12-14 | 2021-12-23 | Completed | 33.33% | $18.00 | $18.85 | 4.67% | Signal | |
| 2021-11-19 | 2021-12-14 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-10-27 | 2021-11-19 | Completed | 33.33% | $25.64 | $21.60 | -15.80% | Stop | |
| 2021-10-27 | 2021-11-19 | Completed | 33.33% | $25.64 | $21.60 | -15.80% | Stop | |
| 2021-10-27 | 2021-11-12 | Completed | 33.33% | $25.64 | $23.02 | -10.26% | Signal | |
| 2021-10-05 | 2021-10-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-10-05 | 2021-10-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-10-05 | 2021-10-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-09-14 | 2021-10-05 | Completed | 33.33% | $25.97 | $23.21 | -10.67% | Stop | |
| 2021-08-20 | 2021-10-05 | Completed | 33.33% | $24.22 | $23.21 | -4.22% | Stop | |
| 2021-08-10 | 2021-10-05 | Completed | 33.33% | $23.01 | $23.21 | 0.82% | Stop | |
| 2021-08-20 | 2021-09-14 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-08-02 | 2021-08-20 | Completed | 33.33% | $21.91 | $24.22 | 10.49% | Signal | |
| 2021-06-03 | 2021-08-20 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.01% | Interest Income | |
| 2021-07-09 | 2021-08-10 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-07-09 | 2021-08-02 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-06-02 | 2021-07-09 | Completed | 33.33% | $23.02 | $22.96 | -0.31% | Stop | |
| 2021-05-27 | 2021-07-09 | Completed | 33.33% | $22.01 | $22.96 | 4.26% | Stop | |
| 2021-06-01 | 2021-06-03 | Completed | 33.33% | $23.19 | $24.14 | 4.04% | Signal | |
| 2021-04-14 | 2021-06-02 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-05-07 | 2021-06-01 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-05-05 | 2021-05-27 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-04-16 | 2021-05-07 | Completed | 33.33% | $22.86 | $20.30 | -11.24% | Stop | |
| 2021-04-16 | 2021-05-05 | Completed | 33.33% | $22.86 | $21.81 | -4.64% | Signal | |
| 2021-04-14 | 2021-04-16 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |
| 2021-04-14 | 2021-04-16 | Interest (CASH) | 33.33% | $1.00 | $1.00 | 0.00% | Interest Income | |