+1,086.8%
PLTR vs FGI
-70.3%
+1,157.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | 0.0% | -9.7% | -9.7% |
| 7D | -21.1% | -11.6% | -9.5% | -20.7% |
| 30D | -19.3% | -3.3% | -16.0% | -19.3% |
| 3M | -2.2% | +65.6% | -67.7% | -6.2% |
| 6M | +14.0% | -2.8% | +16.8% | +11.0% |
| YTD | -12.8% | +30.1% | -42.9% | -17.9% |
| 1Y | -17.5% | +50.2% | -67.7% | -23.3% |
| 3Y | +720.5% | -0.4% | +720.9% | +641.3% |
| All | +1,086.8% | -70.3% | +1,157.1% | +1,088.5% |
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 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