+1,735.1%
PLTR vs SRE
+72.3%
+1,662.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | -6.4% | -0.3% | -6.1% | -6.4% |
| 30D | +10.0% | -0.7% | +10.8% | +10.0% |
| 3M | +23.0% | -6.3% | +29.3% | +24.3% |
| 6M | +13.8% | -10.7% | +24.5% | +16.2% |
| YTD | -1.9% | -3.5% | +1.5% | -2.5% |
| 1Y | +11.6% | +5.3% | +6.3% | +7.8% |
| 3Y | +1,048.4% | +31.8% | +1,016.6% | +930.3% |
| 5Y | +554.4% | +47.4% | +507.0% | +525.3% |
| All | +1,735.1% | +72.3% | +1,662.7% | +1,746.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling