+1,234.8%
PLTR vs FGI
-70.4%
+1,305.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +7.5% | -12.0% | -4.8% |
| 7D | -6.4% | +0.5% | -7.0% | -6.5% |
| 30D | +10.0% | +65.4% | -55.4% | +5.7% |
| 3M | +23.0% | +23.5% | -0.5% | +19.1% |
| 6M | +13.8% | +60.5% | -46.7% | +6.4% |
| YTD | -1.9% | +30.0% | -31.9% | -7.5% |
| 1Y | +11.6% | +82.1% | -70.4% | +0.7% |
| 3Y | +1,048.4% | -4.4% | +1,052.8% | +943.1% |
| All | +1,234.8% | -70.4% | +1,305.2% | +1,239.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling