+736.0%
PLTR vs FIX
+420.3%
+315.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -11.6% | +1.8% | -5.8% |
| 7D | -21.1% | -27.2% | +6.1% | -12.6% |
| 30D | -19.3% | -46.9% | +27.6% | -1.0% |
| 3M | -2.2% | -44.4% | +42.2% | +17.0% |
| 6M | +14.0% | -50.9% | +64.9% | +39.0% |
| YTD | -12.8% | +3.5% | -16.3% | -26.2% |
| 1Y | -17.5% | -2.1% | -15.4% | -28.4% |
| All | +736.0% | +420.3% | +315.7% | +173.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling