+597.7%
PLTR vs SGI
+56.2%
+541.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.3% | +2.2% | +4.0% |
| 7D | -5.1% | -0.2% | -4.9% | -5.3% |
| 30D | -19.1% | +6.6% | -25.6% | -22.1% |
| 3M | -1.6% | +1.8% | -3.5% | -3.7% |
| 6M | +22.8% | -3.9% | +26.7% | +22.5% |
| YTD | -4.8% | -25.2% | +20.4% | +5.0% |
| 1Y | -4.9% | -26.7% | +21.8% | +6.1% |
| 3Y | +826.1% | +86.8% | +739.3% | +459.4% |
| 5Y | +597.7% | +56.6% | +541.1% | +311.7% |
| All | +597.7% | +56.2% | +541.6% | +311.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling