+1,735.1%
PLTR vs FDS
-3.7%
+1,738.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.5% | -1.0% | -2.9% |
| 7D | -6.4% | -1.9% | -4.5% | -5.5% |
| 30D | +10.0% | +9.0% | +1.0% | +6.0% |
| 3M | +23.0% | +18.9% | +4.2% | +13.0% |
| 6M | +13.8% | +35.1% | -21.3% | -1.4% |
| YTD | -1.9% | +5.5% | -7.4% | -5.6% |
| 1Y | +11.6% | -16.8% | +28.5% | +20.2% |
| 3Y | +1,048.4% | -28.1% | +1,076.5% | +1,226.1% |
| 5Y | +554.4% | -17.4% | +571.8% | +645.5% |
| All | +1,735.1% | -3.7% | +1,738.7% | +1,935.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling