+1,668.3%
PLTR vs FIX
+2,110.1%
-441.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.6% |
| 7D | +4.7% | +9.4% | -4.7% | +1.1% |
| 30D | -16.4% | -27.8% | +11.4% | -6.5% |
| 3M | -6.2% | -35.6% | +29.4% | +8.4% |
| 6M | +29.2% | -45.2% | +74.4% | +54.8% |
| YTD | -5.5% | +19.5% | -25.0% | -23.2% |
| 1Y | -2.4% | +24.2% | -26.6% | -22.3% |
| 3Y | +752.3% | +494.2% | +258.1% | +192.7% |
| 5Y | +635.8% | +1,036.1% | -400.3% | +77.1% |
| All | +1,668.3% | +2,110.1% | -441.8% | +309.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling