+496.1%
PLTR vs FN
+148.3%
+347.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -14.2% | +4.5% | -5.7% |
| 7D | -21.1% | -16.0% | -5.1% | -17.4% |
| 30D | -19.3% | -40.1% | +20.8% | -7.4% |
| 3M | -2.2% | -43.9% | +41.7% | +12.3% |
| 6M | +14.0% | -55.6% | +69.7% | +36.0% |
| YTD | -12.8% | -35.7% | +22.8% | -11.8% |
| 1Y | -17.5% | -39.8% | +22.3% | -14.8% |
| 3Y | +720.5% | +80.3% | +640.2% | +394.1% |
| 5Y | +496.1% | +143.3% | +352.8% | +150.2% |
| All | +496.1% | +148.3% | +347.8% | +150.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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