+548.8%
PLTR vs SYY
+22.4%
+526.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.6% | -1.2% |
| 7D | 0.0% | -0.2% | +0.3% | +0.1% |
| 30D | -3.3% | -2.7% | -0.5% | -2.3% |
| 3M | +28.4% | +5.9% | +22.5% | +24.8% |
| 6M | +8.4% | -2.3% | +10.7% | +8.1% |
| YTD | -4.6% | +13.1% | -17.7% | -11.6% |
| 1Y | +4.4% | +3.8% | +0.7% | +0.5% |
| 3Y | +1,020.5% | +26.7% | +993.8% | +818.2% |
| 5Y | +548.8% | +19.4% | +529.4% | +454.2% |
| All | +548.8% | +22.4% | +526.4% | +454.2% |
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