+1,213.8%
PLTR vs FGI
-66.3%
+1,280.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -0.7% |
| 7D | +10.7% | +13.5% | -2.8% | +10.2% |
| 30D | -17.8% | +17.1% | -34.9% | -18.3% |
| 3M | +0.3% | +78.0% | -77.7% | -4.1% |
| 6M | +26.2% | +46.4% | -20.3% | +21.0% |
| YTD | -3.5% | +47.7% | -51.2% | -9.6% |
| 1Y | -6.8% | +56.8% | -63.6% | -13.5% |
| 3Y | +772.3% | +12.3% | +760.0% | +685.6% |
| All | +1,213.8% | -66.3% | +1,280.1% | +1,209.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling