+545.1%
PLTR vs HCA
+69.3%
+475.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.4% | -1.5% |
| 7D | 0.0% | +4.9% | -4.9% | -1.0% |
| 30D | -3.3% | +1.9% | -5.1% | -3.7% |
| 3M | +28.4% | +12.7% | +15.6% | +24.3% |
| 6M | +8.4% | -22.3% | +30.7% | +15.1% |
| YTD | -4.6% | -9.3% | +4.7% | -3.3% |
| 1Y | +4.4% | +2.7% | +1.7% | +1.2% |
| 3Y | +1,020.5% | +57.8% | +962.7% | +773.0% |
| All | +545.1% | +69.3% | +475.8% | +360.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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