+617.6%
PLTR vs FND
-63.9%
+681.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.1% |
| 7D | +4.7% | -6.8% | +11.6% | +8.2% |
| 30D | -16.4% | +8.0% | -24.4% | -20.1% |
| 3M | -6.2% | -18.9% | +12.8% | +2.1% |
| 6M | +29.2% | +4.7% | +24.5% | +22.0% |
| YTD | -5.5% | -21.6% | +16.1% | -0.4% |
| 1Y | -2.4% | -22.0% | +19.6% | +2.7% |
| 3Y | +752.3% | -40.4% | +792.7% | +769.7% |
| All | +617.6% | -63.9% | +681.5% | +894.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling