+496.1%
PLTR vs SUI
-25.7%
+521.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | +0.7% | -10.4% | -10.1% |
| 7D | -21.1% | +8.8% | -29.9% | -24.5% |
| 30D | -19.3% | +8.9% | -28.2% | -23.2% |
| 3M | -2.2% | +2.0% | -4.2% | -4.0% |
| 6M | +14.0% | -0.6% | +14.7% | +12.7% |
| YTD | -12.8% | +1.3% | -14.2% | -15.3% |
| 1Y | -17.5% | +1.3% | -18.8% | -19.9% |
| 3Y | +720.5% | +16.3% | +704.2% | +582.1% |
| 5Y | +496.1% | -25.1% | +521.2% | +633.7% |
| All | +496.1% | -25.7% | +521.8% | +633.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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