-6.8%
PLTR vs FIX
+17.6%
-24.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.8% | +2.3% | 0.0% |
| 7D | +10.7% | +17.0% | -6.3% | +8.0% |
| 30D | -17.8% | -30.6% | +12.8% | -14.7% |
| 3M | +0.3% | -35.0% | +35.3% | +4.4% |
| 6M | +26.2% | -44.0% | +70.1% | +33.4% |
| YTD | -3.5% | +21.1% | -24.6% | -27.4% |
| 1Y | -6.8% | +16.3% | -23.1% | -28.6% |
| All | -6.8% | +17.6% | -24.5% | -28.6% |
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