+1,128.0%
PLTR vs FGI
-70.6%
+1,198.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | -12.9% | -7.0% | -5.9% | -12.7% |
| 30D | -17.4% | -4.2% | -13.2% | -17.3% |
| 3M | +2.9% | +55.6% | -52.7% | -1.2% |
| 6M | +19.9% | -3.2% | +23.0% | +16.6% |
| YTD | -9.8% | +29.1% | -38.9% | -15.1% |
| 1Y | -8.4% | +51.0% | -59.4% | -14.8% |
| 3Y | +765.0% | +1.5% | +763.5% | +677.9% |
| All | +1,128.0% | -70.6% | +1,198.6% | +1,130.1% |
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