+552.9%
PLTR vs FIX
+2,061.9%
-1,509.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -5.3% |
| 7D | -6.4% | +6.0% | -12.5% | -8.7% |
| 30D | +10.0% | -7.2% | +17.3% | +12.8% |
| 3M | +23.0% | -15.9% | +38.9% | +28.1% |
| 6M | +13.8% | +12.7% | +1.1% | -0.3% |
| YTD | -1.9% | +72.8% | -74.7% | -31.9% |
| 1Y | +11.6% | +122.9% | -111.2% | -33.1% |
| 3Y | +1,048.4% | +774.3% | +274.1% | +180.6% |
| All | +552.9% | +2,061.9% | -1,509.0% | -15.3% |
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 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