+1,735.1%
PLTR vs FIVE
+98.8%
+1,636.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.1% | -9.6% | -6.5% |
| 7D | -6.4% | +4.3% | -10.7% | -8.1% |
| 30D | +10.0% | +12.5% | -2.5% | +4.6% |
| 3M | +23.0% | +31.2% | -8.2% | +9.8% |
| 6M | +13.8% | +14.4% | -0.6% | +6.1% |
| YTD | -1.9% | +33.9% | -35.8% | -14.2% |
| 1Y | +11.6% | +65.1% | -53.4% | -10.7% |
| 3Y | +1,048.4% | +49.0% | +999.5% | +788.1% |
| 5Y | +554.4% | +30.3% | +524.1% | +410.6% |
| All | +1,735.1% | +98.8% | +1,636.3% | +1,356.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling