+1,668.3%
PLTR vs FIVE
+94.4%
+1,573.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | +4.7% | +2.7% | +2.1% | +3.7% |
| 30D | -16.4% | +12.7% | -29.1% | -20.2% |
| 3M | -6.2% | +2.1% | -8.2% | -7.6% |
| 6M | +29.2% | +17.5% | +11.7% | +19.5% |
| YTD | -5.5% | +31.0% | -36.5% | -16.8% |
| 1Y | -2.4% | +67.7% | -70.2% | -22.3% |
| 3Y | +752.3% | +43.4% | +708.9% | +568.6% |
| 5Y | +635.8% | +18.1% | +617.8% | +487.1% |
| All | +1,668.3% | +94.4% | +1,573.9% | +1,310.5% |
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