+1,684.5%
PLTR vs HAL
+239.1%
+1,445.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.7% |
| 7D | 0.0% | -1.3% | +1.4% | +0.3% |
| 30D | -3.3% | +10.9% | -14.1% | -5.7% |
| 3M | +28.4% | -5.8% | +34.2% | +29.7% |
| 6M | +8.4% | +8.1% | +0.3% | +5.5% |
| YTD | -4.6% | +33.2% | -37.8% | -12.1% |
| 1Y | +4.4% | +74.2% | -69.8% | -10.3% |
| 3Y | +1,020.5% | -3.7% | +1,024.2% | +968.1% |
| 5Y | +548.8% | +111.9% | +436.9% | +460.6% |
| All | +1,684.5% | +239.1% | +1,445.4% | +1,394.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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