+649.9%
PLTR vs F
-13.9%
+663.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.4% | +2.2% |
| 7D | +0.4% | -2.1% | +2.6% | +1.5% |
| 30D | -17.5% | +3.3% | -20.8% | -19.0% |
| 3M | -1.5% | -11.3% | +9.9% | +3.5% |
| 6M | +25.9% | +5.3% | +20.6% | +18.6% |
| YTD | -3.0% | -2.2% | -0.8% | -6.7% |
| 1Y | -9.7% | -3.5% | -6.2% | -12.4% |
| 3Y | +776.5% | +49.5% | +726.9% | +496.9% |
| 5Y | +649.9% | -13.5% | +663.4% | +551.3% |
| All | +649.9% | -13.9% | +663.8% | +551.3% |
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