+649.9%
PLTR vs SYY
+12.2%
+637.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.4% |
| 7D | +0.4% | 0.0% | +0.4% | +0.5% |
| 30D | -17.5% | -2.2% | -15.3% | -17.1% |
| 3M | -1.5% | -8.0% | +6.6% | +1.0% |
| 6M | +25.9% | +7.5% | +18.5% | +20.5% |
| YTD | -3.0% | +7.4% | -10.4% | -8.9% |
| 1Y | -9.7% | +4.9% | -14.6% | -14.4% |
| 3Y | +776.5% | +24.1% | +752.4% | +609.4% |
| 5Y | +649.9% | +13.4% | +636.5% | +550.7% |
| All | +649.9% | +12.2% | +637.7% | +550.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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