+1,186.3%
PLTR vs FGI
-74.8%
+1,261.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -25.2% | +23.1% | -1.2% |
| 7D | +4.7% | -14.4% | +19.1% | +5.2% |
| 30D | -16.4% | -11.8% | -4.6% | -16.2% |
| 3M | -6.2% | -46.2% | +40.1% | -4.4% |
| 6M | +29.2% | +5.2% | +24.0% | +25.2% |
| YTD | -5.5% | +10.5% | -16.0% | -10.6% |
| 1Y | -2.4% | +25.5% | -27.9% | -8.7% |
| 3Y | +752.3% | -16.0% | +768.3% | +675.0% |
| All | +1,186.3% | -74.8% | +1,261.1% | +1,194.3% |
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