+1,714.7%
PLTR vs FIVE
+97.6%
+1,617.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.5% |
| 7D | +0.4% | -0.5% | +0.9% | +0.7% |
| 30D | -17.5% | +17.4% | -34.9% | -22.5% |
| 3M | -1.5% | +7.0% | -8.5% | -4.8% |
| 6M | +25.9% | +20.5% | +5.5% | +15.4% |
| YTD | -3.0% | +33.1% | -36.1% | -15.2% |
| 1Y | -9.7% | +67.1% | -76.8% | -28.0% |
| 3Y | +776.5% | +41.9% | +734.6% | +594.4% |
| 5Y | +649.9% | +21.1% | +628.8% | +493.5% |
| All | +1,714.7% | +97.6% | +1,617.1% | +1,338.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling