+565.8%
PLTR vs HBM
+369.9%
+195.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.8% | -8.1% | -4.1% |
| 7D | -5.3% | +7.4% | -12.7% | -7.5% |
| 30D | -1.0% | +5.1% | -6.1% | -2.9% |
| 3M | +24.8% | +11.1% | +13.7% | +19.2% |
| 6M | +8.4% | +30.2% | -21.9% | -3.4% |
| YTD | -4.2% | +46.2% | -50.4% | -18.8% |
| 1Y | +9.1% | +120.0% | -111.0% | -19.9% |
| 3Y | +1,025.6% | +527.4% | +498.2% | +456.7% |
| 5Y | +565.8% | +400.4% | +165.4% | +270.0% |
| All | +565.8% | +369.9% | +195.9% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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