+1,692.6%
PLTR vs XLRE
+51.5%
+1,641.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -5.3% | -0.3% | -5.0% | -4.9% |
| 30D | -1.0% | -2.4% | +1.4% | +1.3% |
| 3M | +24.8% | +0.6% | +24.2% | +23.4% |
| 6M | +8.4% | +3.9% | +4.4% | +2.8% |
| YTD | -4.2% | +10.5% | -14.7% | -15.2% |
| 1Y | +9.1% | +8.4% | +0.7% | -2.0% |
| 3Y | +1,025.6% | +32.8% | +992.8% | +700.0% |
| 5Y | +565.8% | +7.0% | +558.7% | +495.0% |
| All | +1,692.6% | +51.5% | +1,641.1% | +1,369.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling