+1,677.1%
PLTR vs FIVE
+99.8%
+1,577.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.8% | +7.3% | -11.1% | -6.3% |
| 30D | -19.2% | +18.1% | -37.3% | -24.3% |
| 3M | -3.7% | +7.7% | -11.4% | -7.1% |
| 6M | +22.5% | +13.6% | +8.9% | +14.8% |
| YTD | -5.0% | +34.6% | -39.6% | -17.3% |
| 1Y | -12.8% | +66.2% | -79.1% | -30.3% |
| 3Y | +758.3% | +43.5% | +714.8% | +577.2% |
| 5Y | +649.6% | +20.7% | +629.0% | +492.5% |
| All | +1,677.1% | +99.8% | +1,577.3% | +1,302.8% |
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