+1,735.1%
PLTR vs FLEX
+1,235.7%
+499.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -5.1% |
| 7D | -6.4% | -0.9% | -5.5% | -6.0% |
| 30D | +10.0% | -10.1% | +20.2% | +14.5% |
| 3M | +23.0% | -31.3% | +54.4% | +39.7% |
| 6M | +13.8% | +71.3% | -57.5% | -27.5% |
| YTD | -1.9% | +81.2% | -83.2% | -40.1% |
| 1Y | +11.6% | +98.5% | -86.8% | -36.0% |
| 3Y | +1,048.4% | +428.2% | +620.2% | +248.9% |
| 5Y | +554.4% | +657.3% | -102.9% | +55.0% |
| All | +1,735.1% | +1,235.7% | +499.4% | +340.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling