+1,645.9%
PLTR vs SRE
+72.2%
+1,573.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.9% |
| 7D | -9.1% | -0.7% | -8.5% | -9.0% |
| 30D | -5.2% | -1.7% | -3.5% | -5.0% |
| 3M | +27.4% | -7.1% | +34.4% | +29.1% |
| 6M | +9.7% | -8.4% | +18.1% | +11.2% |
| YTD | -6.7% | -3.5% | -3.2% | -7.2% |
| 1Y | -0.5% | +5.4% | -5.9% | -4.0% |
| 3Y | +996.2% | +29.5% | +966.7% | +887.3% |
| 5Y | +531.1% | +48.3% | +482.8% | +504.4% |
| All | +1,645.9% | +72.2% | +1,573.7% | +1,656.5% |
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