+1,706.1%
PLTR vs SRE
+63.3%
+1,642.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -0.7% |
| 7D | +10.7% | -1.1% | +11.8% | +11.0% |
| 30D | -17.8% | -4.1% | -13.7% | -17.0% |
| 3M | +0.3% | -7.3% | +7.6% | +1.9% |
| 6M | +26.2% | -14.1% | +40.3% | +30.1% |
| YTD | -3.5% | -8.5% | +5.0% | -2.9% |
| 1Y | -6.8% | -12.0% | +5.2% | -5.1% |
| 3Y | +772.3% | +23.4% | +748.9% | +693.2% |
| 5Y | +651.6% | +51.3% | +600.3% | +642.9% |
| All | +1,706.1% | +63.3% | +1,642.8% | +1,738.7% |
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