+1,684.5%
PLTR vs FND
-35.8%
+1,720.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.1% |
| 7D | 0.0% | -0.8% | +0.8% | +0.4% |
| 30D | -3.3% | -19.6% | +16.3% | +6.3% |
| 3M | +28.4% | -4.3% | +32.7% | +29.1% |
| 6M | +8.4% | -20.4% | +28.8% | +16.6% |
| YTD | -4.6% | -21.9% | +17.2% | +1.6% |
| 1Y | +4.4% | -45.2% | +49.6% | +30.7% |
| 3Y | +1,020.5% | -49.2% | +1,069.7% | +1,208.8% |
| 5Y | +548.8% | -61.8% | +610.6% | +711.5% |
| All | +1,684.5% | -35.8% | +1,720.3% | +1,925.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling