+1,588.2%
PLTR vs FIX
+1,919.6%
-331.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.4% | -2.0% | +1.4% |
| 7D | -12.9% | -17.5% | +4.6% | -6.9% |
| 30D | -17.4% | -41.6% | +24.2% | +0.2% |
| 3M | +2.9% | -40.6% | +43.5% | +22.5% |
| 6M | +19.9% | -49.4% | +69.2% | +47.8% |
| YTD | -9.8% | +9.2% | -19.0% | -24.1% |
| 1Y | -8.4% | +6.5% | -14.8% | -22.1% |
| 3Y | +765.0% | +448.7% | +316.3% | +206.2% |
| 5Y | +516.8% | +948.7% | -431.9% | +53.6% |
| All | +1,588.2% | +1,919.6% | -331.4% | +304.5% |
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