+1,706.1%
PLTR vs SGI
+190.5%
+1,515.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | +0.8% |
| 7D | +10.7% | -10.7% | +21.4% | +15.8% |
| 30D | -17.8% | -3.6% | -14.2% | -17.1% |
| 3M | +0.3% | -5.4% | +5.7% | +1.4% |
| 6M | +26.2% | -7.0% | +33.2% | +27.6% |
| YTD | -3.5% | -31.6% | +28.1% | +9.2% |
| 1Y | -6.8% | -33.5% | +26.7% | +6.8% |
| 3Y | +772.3% | +66.5% | +705.8% | +513.0% |
| 5Y | +651.6% | +42.2% | +609.4% | +393.3% |
| All | +1,706.1% | +190.5% | +1,515.6% | +998.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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