-10.0%
PLTR vs FIVE
+63.3%
-73.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.7% | -8.8% | -4.1% |
| 7D | -12.8% | +7.5% | -20.2% | -14.7% |
| 30D | -9.3% | +16.7% | -26.1% | -13.6% |
| 3M | +5.6% | +13.4% | -7.8% | +0.2% |
| 6M | +17.6% | +9.0% | +8.5% | +13.3% |
| YTD | -3.4% | +33.8% | -37.2% | -17.1% |
| 1Y | -10.0% | +61.2% | -71.1% | -32.0% |
| All | -10.0% | +63.3% | -73.2% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling