+499.6%
PLTR vs F
-12.6%
+512.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.8% |
| 7D | -12.9% | +1.6% | -14.4% | -13.6% |
| 30D | -17.4% | +2.6% | -20.0% | -18.7% |
| 3M | +2.9% | -8.8% | +11.7% | +6.7% |
| 6M | +19.9% | +4.6% | +15.2% | +13.2% |
| YTD | -9.8% | -1.9% | -7.9% | -13.4% |
| 1Y | -8.4% | -0.8% | -7.6% | -12.6% |
| 3Y | +765.0% | +43.5% | +721.6% | +504.1% |
| All | +499.6% | -12.6% | +512.1% | +418.6% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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