+547.4%
PLTR vs SIRI
-41.5%
+588.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -4.1% | +0.6% | -4.6% | -4.2% |
| 30D | -2.2% | +2.5% | -4.7% | -3.1% |
| 3M | +27.6% | +6.6% | +21.0% | +25.2% |
| 6M | +10.3% | +32.9% | -22.6% | +2.0% |
| YTD | -5.9% | +50.5% | -56.4% | -16.5% |
| 1Y | +1.7% | +28.0% | -26.2% | -6.0% |
| 3Y | +959.1% | -22.4% | +981.5% | +963.0% |
| All | +547.4% | -41.5% | +588.9% | +685.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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