+531.1%
PLTR vs SU
+341.5%
+189.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.0% | -2.1% |
| 7D | -9.1% | +1.7% | -10.8% | -9.6% |
| 30D | -5.2% | +9.6% | -14.8% | -7.7% |
| 3M | +27.4% | +11.7% | +15.7% | +22.5% |
| 6M | +9.7% | +21.9% | -12.2% | +1.8% |
| YTD | -6.7% | +58.6% | -65.3% | -20.9% |
| 1Y | -0.5% | +66.5% | -67.1% | -17.3% |
| 3Y | +996.2% | +121.4% | +874.8% | +713.8% |
| 5Y | +531.1% | +355.7% | +175.4% | +264.1% |
| All | +531.1% | +341.5% | +189.6% | +264.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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