+769.0%
PLTR vs SN
+673.1%
+95.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +0.4% | +3.5% | -3.1% | -0.7% |
| 30D | -17.5% | +19.4% | -37.0% | -22.5% |
| 3M | -1.5% | +20.9% | -22.4% | -8.0% |
| 6M | +25.9% | +111.1% | -85.2% | -3.0% |
| YTD | -3.0% | +102.8% | -105.8% | -25.4% |
| 1Y | -9.7% | +146.2% | -155.9% | -35.3% |
| 3Y | +776.5% | +441.4% | +335.0% | +426.4% |
| All | +769.0% | +673.1% | +95.8% | +414.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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