-2.4%
PLTR vs HAL
+28.0%
-30.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.1% | -5.2% | -2.3% |
| 7D | +4.7% | +6.1% | -1.3% | +4.2% |
| 30D | -16.4% | +2.9% | -19.3% | -16.5% |
| 3M | -6.2% | +3.3% | -9.5% | -6.5% |
| 6M | +29.2% | -16.9% | +46.1% | +30.9% |
| YTD | -5.5% | +21.2% | -26.7% | -7.3% |
| 1Y | -2.4% | +27.5% | -30.0% | -8.5% |
| All | -2.4% | +28.0% | -30.4% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling