+552.9%
PLTR vs FE
+45.0%
+507.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.4% |
| 7D | -6.4% | +1.9% | -8.4% | -6.6% |
| 30D | +10.0% | -1.2% | +11.2% | +10.1% |
| 3M | +23.0% | +3.5% | +19.5% | +22.4% |
| 6M | +13.8% | -6.1% | +19.9% | +14.4% |
| YTD | -1.9% | +7.6% | -9.5% | -3.3% |
| 1Y | +11.6% | +11.9% | -0.3% | +9.2% |
| 3Y | +1,048.4% | +48.4% | +1,000.0% | +939.0% |
| All | +552.9% | +45.0% | +507.9% | +499.5% |
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