+765.0%
PLTR vs FIVE
+34.8%
+730.2%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +3.9% | +3.6% |
| 7D | -12.9% | -0.3% | -12.6% | -12.8% |
| 30D | -17.4% | +17.7% | -35.0% | -20.2% |
| 3M | +2.9% | +4.0% | -1.1% | +1.6% |
| 6M | +19.9% | +2.6% | +17.3% | +18.3% |
| YTD | -9.8% | +27.6% | -37.3% | -14.9% |
| 1Y | -8.4% | +59.9% | -68.3% | -17.4% |
| 3Y | +765.0% | +35.8% | +729.3% | +627.8% |
| All | +765.0% | +34.8% | +730.2% | +627.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling