+1,677.1%
PLTR vs HAL
+191.0%
+1,486.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -3.8% | -6.5% | +2.7% | -2.2% |
| 30D | -19.2% | -2.1% | -17.1% | -18.8% |
| 3M | -3.7% | -4.9% | +1.2% | -2.8% |
| 6M | +22.5% | -19.3% | +41.8% | +28.0% |
| YTD | -5.0% | +14.3% | -19.3% | -9.4% |
| 1Y | -12.8% | +17.3% | -30.1% | -17.5% |
| 3Y | +758.3% | -10.9% | +769.2% | +734.5% |
| 5Y | +649.6% | +47.4% | +602.2% | +580.1% |
| All | +1,677.1% | +191.0% | +1,486.1% | +1,439.6% |
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