+9.1%
PLTR vs SGI
-19.6%
+28.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -5.3% | +9.3% | -14.6% | -6.6% |
| 30D | -1.0% | +6.9% | -7.9% | -2.0% |
| 3M | +24.8% | +2.8% | +21.9% | +24.0% |
| 6M | +8.4% | -12.6% | +21.0% | +7.2% |
| YTD | -4.2% | -21.5% | +17.3% | -4.8% |
| 1Y | +9.1% | -18.8% | +27.8% | +15.2% |
| All | +9.1% | -19.6% | +28.7% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling