+547.4%
PLTR vs SGOV
+20.2%
+527.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.6% |
| 7D | -4.1% | 0.0% | -4.1% | -4.5% |
| 30D | -2.2% | +0.3% | -2.5% | -5.0% |
| 3M | +27.6% | +0.9% | +26.6% | +17.0% |
| 6M | +10.3% | +1.8% | +8.5% | -6.3% |
| YTD | -5.9% | +2.5% | -8.5% | -24.5% |
| 1Y | +1.7% | +3.8% | -2.0% | -26.6% |
| 3Y | +959.1% | +14.4% | +944.7% | +485.1% |
| All | +547.4% | +20.2% | +527.3% | +433.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling