+597.7%
PLTR vs FLEX
+479.5%
+118.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +12.0% | -6.5% | +0.3% |
| 7D | -5.1% | -7.2% | +2.0% | -2.7% |
| 30D | -19.1% | -34.8% | +15.7% | -4.3% |
| 3M | -1.6% | -35.6% | +33.9% | +15.6% |
| 6M | +22.8% | -45.0% | +67.8% | +47.7% |
| YTD | -4.8% | +29.4% | -34.2% | -38.2% |
| 1Y | -4.9% | +24.8% | -29.7% | -37.1% |
| 3Y | +826.1% | +304.4% | +521.7% | +140.4% |
| 5Y | +597.7% | +484.1% | +113.7% | +28.0% |
| All | +597.7% | +479.5% | +118.2% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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