+752.3%
PLTR vs FDS
-23.3%
+775.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.2% |
| 7D | +4.7% | +1.5% | +3.3% | +4.3% |
| 30D | -16.4% | +14.8% | -31.2% | -20.4% |
| 3M | -6.2% | +16.3% | -22.4% | -11.1% |
| 6M | +29.2% | +66.2% | -37.1% | +10.3% |
| YTD | -5.5% | +16.2% | -21.7% | -12.3% |
| 1Y | -2.4% | +21.8% | -24.3% | -10.9% |
| 3Y | +752.3% | -23.9% | +776.2% | +815.5% |
| All | +752.3% | -23.3% | +775.6% | +815.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 3y: compounded portfolio wealth divided by compounded FDS 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…
3y analysis · Full analysis span regression · 6 months rolling