+548.8%
PLTR vs XLU
+43.5%
+505.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +0.1% |
| 7D | 0.0% | +0.6% | -0.6% | -0.2% |
| 30D | -3.3% | -0.4% | -2.8% | -3.2% |
| 3M | +28.4% | -1.7% | +30.1% | +28.7% |
| 6M | +8.4% | -7.1% | +15.5% | +11.2% |
| YTD | -4.6% | +1.9% | -6.6% | -7.4% |
| 1Y | +4.4% | +6.1% | -1.7% | -0.9% |
| 3Y | +1,020.5% | +48.8% | +971.7% | +790.4% |
| 5Y | +548.8% | +43.8% | +505.0% | +431.2% |
| All | +548.8% | +43.5% | +505.3% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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