+1,735.1%
PLTR vs SGI
+234.9%
+1,500.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.5% | -5.0% | -4.7% |
| 7D | -6.4% | +8.5% | -15.0% | -9.9% |
| 30D | +10.0% | +0.7% | +9.4% | +9.4% |
| 3M | +23.0% | +0.6% | +22.4% | +21.8% |
| 6M | +13.8% | -17.9% | +31.7% | +21.3% |
| YTD | -1.9% | -21.2% | +19.3% | +5.5% |
| 1Y | +11.6% | -18.9% | +30.5% | +17.3% |
| 3Y | +1,048.4% | +52.6% | +995.8% | +757.5% |
| 5Y | +554.4% | +60.7% | +493.7% | +309.9% |
| All | +1,735.1% | +234.9% | +1,500.2% | +960.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling