+531.1%
PLTR vs DHR
-29.9%
+561.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.0% |
| 7D | -9.1% | -5.0% | -4.2% | -6.5% |
| 30D | -5.2% | -3.3% | -1.9% | -3.5% |
| 3M | +27.4% | +9.4% | +17.9% | +19.3% |
| 6M | +9.7% | +3.2% | +6.6% | +5.8% |
| YTD | -6.7% | -12.0% | +5.3% | -1.3% |
| 1Y | -0.5% | +4.9% | -5.4% | -7.4% |
| 3Y | +996.2% | -7.4% | +1,003.6% | +940.8% |
| 5Y | +531.1% | -29.8% | +560.9% | +618.4% |
| All | +531.1% | -29.9% | +561.1% | +618.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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