+548.8%
PLTR vs SRE
+48.6%
+500.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.3% |
| 7D | 0.0% | +1.5% | -1.4% | -0.4% |
| 30D | -3.3% | +0.8% | -4.1% | -3.8% |
| 3M | +28.4% | -5.8% | +34.1% | +30.2% |
| 6M | +8.4% | -7.8% | +16.2% | +10.2% |
| YTD | -4.6% | -2.4% | -2.3% | -5.8% |
| 1Y | +4.4% | +8.9% | -4.5% | -2.1% |
| 3Y | +1,020.5% | +31.1% | +989.4% | +838.5% |
| 5Y | +548.8% | +48.6% | +500.2% | +453.7% |
| All | +548.8% | +48.6% | +500.2% | +453.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling