+973.7%
PLTR vs FISV
-60.0%
+1,033.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.9% | +0.4% |
| 7D | 0.0% | -6.4% | +6.4% | +1.4% |
| 30D | -3.3% | -6.8% | +3.6% | -1.9% |
| 3M | +28.4% | -10.0% | +38.3% | +30.7% |
| 6M | +8.4% | -20.6% | +29.0% | +12.8% |
| YTD | -4.6% | -27.6% | +22.9% | +0.5% |
| 1Y | +4.4% | -64.3% | +68.8% | +19.2% |
| All | +973.7% | -60.0% | +1,033.7% | +732.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 3y: compounded portfolio wealth divided by compounded FISV 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…
3y analysis · Full analysis span regression · 6 months rolling