+1,195.6%
PLTR vs FGI
-70.0%
+1,265.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +5.4% |
| 7D | -5.1% | -1.4% | -3.7% | -5.1% |
| 30D | -19.1% | -3.2% | -15.8% | -19.0% |
| 3M | -1.6% | +64.1% | -65.7% | -5.7% |
| 6M | +22.8% | +17.2% | +5.6% | +18.7% |
| YTD | -4.8% | +31.6% | -36.4% | -10.5% |
| 1Y | -4.9% | +45.1% | -50.0% | -11.4% |
| 3Y | +826.1% | -2.0% | +828.1% | +740.4% |
| All | +1,195.6% | -70.0% | +1,265.6% | +1,196.9% |
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