+547.4%
PLTR vs SNY
+9.4%
+538.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -4.1% | -3.3% | -0.7% | -3.5% |
| 30D | -2.2% | -2.2% | -0.1% | -1.9% |
| 3M | +27.6% | -3.0% | +30.6% | +28.0% |
| 6M | +10.3% | +2.7% | +7.6% | +9.4% |
| YTD | -5.9% | -6.8% | +0.9% | -5.1% |
| 1Y | +1.7% | -5.3% | +7.0% | +2.1% |
| 3Y | +959.1% | -9.8% | +968.9% | +959.0% |
| All | +547.4% | +9.4% | +538.0% | +508.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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