+651.6%
PLTR vs FE
+46.0%
+605.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | +10.7% | -0.3% | +11.0% | +10.7% |
| 30D | -17.8% | +3.9% | -21.7% | -18.0% |
| 3M | +0.3% | -0.1% | +0.4% | +0.3% |
| 6M | +26.2% | +6.1% | +20.1% | +25.1% |
| YTD | -3.5% | +8.1% | -11.5% | -5.0% |
| 1Y | -6.8% | +4.4% | -11.3% | -7.7% |
| 3Y | +772.3% | +49.0% | +723.3% | +681.3% |
| 5Y | +651.6% | +46.1% | +605.4% | +585.4% |
| All | +651.6% | +46.0% | +605.5% | +585.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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