+1,677.1%
PLTR vs SAN
+711.9%
+965.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.5% |
| 7D | -3.8% | +10.8% | -14.5% | -7.3% |
| 30D | -19.2% | -5.7% | -13.5% | -17.7% |
| 3M | -3.7% | -13.4% | +9.8% | +0.9% |
| 6M | +22.5% | +3.5% | +19.0% | +19.7% |
| YTD | -5.0% | +9.7% | -14.8% | -10.7% |
| 1Y | -12.8% | +20.9% | -33.7% | -21.1% |
| 3Y | +758.3% | +254.3% | +504.0% | +424.6% |
| 5Y | +649.6% | +304.2% | +345.4% | +315.8% |
| All | +1,677.1% | +711.9% | +965.1% | +866.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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