+499.6%
PLTR vs SAN
+267.8%
+231.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.7% | +4.5% |
| 7D | -12.9% | +4.9% | -17.8% | -15.1% |
| 30D | -17.4% | -13.0% | -4.4% | -12.1% |
| 3M | +2.9% | -18.9% | +21.7% | +12.7% |
| 6M | +19.9% | -4.1% | +24.0% | +20.1% |
| YTD | -9.8% | +2.6% | -12.3% | -14.7% |
| 1Y | -8.4% | +16.9% | -25.3% | -19.5% |
| 3Y | +765.0% | +239.1% | +526.0% | +320.5% |
| All | +499.6% | +267.8% | +231.7% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling