+531.1%
PLTR vs XLRE
+7.1%
+524.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -1.3% |
| 7D | -9.1% | -2.7% | -6.4% | -6.4% |
| 30D | -5.2% | -2.3% | -2.9% | -2.8% |
| 3M | +27.4% | -3.5% | +30.9% | +31.6% |
| 6M | +9.7% | +1.9% | +7.9% | +5.8% |
| YTD | -6.7% | +8.3% | -15.0% | -16.7% |
| 1Y | -0.5% | +6.4% | -6.9% | -9.9% |
| 3Y | +996.2% | +30.2% | +966.0% | +658.6% |
| 5Y | +531.1% | +8.6% | +522.5% | +470.4% |
| All | +531.1% | +7.1% | +524.0% | +470.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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