+11.6%
PLTR vs FIX
+128.3%
-116.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.8% |
| 7D | -6.4% | +6.0% | -12.5% | -7.3% |
| 30D | +10.0% | -7.2% | +17.3% | +11.0% |
| 3M | +23.0% | -15.9% | +38.9% | +24.9% |
| 6M | +13.8% | +12.7% | +1.1% | +2.9% |
| YTD | -1.9% | +72.8% | -74.7% | -25.7% |
| 1Y | +11.6% | +122.9% | -111.2% | -19.4% |
| All | +11.6% | +128.3% | -116.6% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 1y: compounded portfolio wealth divided by compounded FIX 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…
1y analysis · Full analysis span regression · 6 months rolling