-10.0%
PLTR vs SGOV
+3.1%
-13.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -12.8% | -0.2% | -12.5% | -12.0% |
| 30D | -9.3% | 0.0% | -9.3% | -7.9% |
| 3M | +5.6% | +0.3% | +5.2% | -1.3% |
| 6M | +17.6% | +1.2% | +16.3% | -2.7% |
| YTD | -3.4% | +2.5% | -5.9% | -22.7% |
| 1Y | -10.0% | +3.1% | -13.1% | -43.4% |
| All | -10.0% | +3.1% | -13.1% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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