+1,677.1%
PLTR vs FIX
+2,095.1%
-418.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | 0.0% |
| 7D | -3.8% | -13.9% | +10.2% | +1.3% |
| 30D | -19.2% | -35.5% | +16.3% | -5.7% |
| 3M | -3.7% | -33.9% | +30.3% | +10.1% |
| 6M | +22.5% | -43.3% | +65.8% | +44.5% |
| YTD | -5.0% | +18.7% | -23.7% | -22.6% |
| 1Y | -12.8% | +13.8% | -26.6% | -27.7% |
| 3Y | +758.3% | +495.0% | +263.3% | +194.4% |
| 5Y | +649.6% | +1,049.0% | -399.4% | +80.5% |
| All | +1,677.1% | +2,095.1% | -418.1% | +312.3% |
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