+1,677.1%
PLTR vs FIS
-78.0%
+1,755.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.8% | -27.4% | +23.6% | +5.1% |
| 30D | -19.2% | -16.8% | -2.4% | -16.1% |
| 3M | -3.7% | -32.6% | +29.0% | +7.4% |
| 6M | +22.5% | -33.4% | +55.9% | +36.5% |
| YTD | -5.0% | -56.0% | +51.0% | +21.1% |
| 1Y | -12.8% | -55.1% | +42.3% | +10.3% |
| 3Y | +758.3% | -41.4% | +799.7% | +858.2% |
| 5Y | +649.6% | -72.7% | +722.3% | +890.3% |
| All | +1,677.1% | -78.0% | +1,755.1% | +2,250.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 10y: compounded portfolio wealth divided by compounded FIS 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…
10y analysis · Full analysis span regression · 6 months rolling