+1,668.3%
PLTR vs SRE
+64.5%
+1,603.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | +4.7% | +1.8% | +3.0% | +4.3% |
| 30D | -16.4% | -3.0% | -13.4% | -15.8% |
| 3M | -6.2% | -7.3% | +1.1% | -4.7% |
| 6M | +29.2% | -11.9% | +41.1% | +32.3% |
| YTD | -5.5% | -7.9% | +2.4% | -5.1% |
| 1Y | -2.4% | -11.1% | +8.7% | -0.8% |
| 3Y | +752.3% | +24.8% | +727.5% | +672.8% |
| 5Y | +635.8% | +52.4% | +583.5% | +626.1% |
| All | +1,668.3% | +64.5% | +1,603.9% | +1,697.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling