+499.6%
PLTR vs FIX
+933.9%
-434.3%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.4% | -2.0% | +1.2% |
| 7D | -12.9% | -17.5% | +4.6% | -6.5% |
| 30D | -17.4% | -41.6% | +24.2% | +1.7% |
| 3M | +2.9% | -40.6% | +43.5% | +24.1% |
| 6M | +19.9% | -49.4% | +69.2% | +50.1% |
| YTD | -9.8% | +9.2% | -19.0% | -26.2% |
| 1Y | -8.4% | +6.5% | -14.8% | -24.2% |
| 3Y | +765.0% | +448.7% | +316.3% | +142.0% |
| All | +499.6% | +933.9% | -434.3% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling