+1,735.1%
PLTR vs HAL
+238.5%
+1,496.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.4% |
| 7D | -6.4% | +2.9% | -9.4% | -7.1% |
| 30D | +10.0% | +17.0% | -7.0% | +5.8% |
| 3M | +23.0% | -9.7% | +32.7% | +25.6% |
| 6M | +13.8% | +8.6% | +5.2% | +10.7% |
| YTD | -1.9% | +33.0% | -34.9% | -9.6% |
| 1Y | +11.6% | +68.3% | -56.7% | -3.3% |
| 3Y | +1,048.4% | +0.1% | +1,048.3% | +986.9% |
| 5Y | +554.4% | +102.6% | +451.8% | +467.2% |
| All | +1,735.1% | +238.5% | +1,496.5% | +1,437.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling