+552.9%
PLTR vs HD
+10.1%
+542.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -5.2% |
| 7D | -6.4% | -2.1% | -4.4% | -5.0% |
| 30D | +10.0% | -8.4% | +18.5% | +17.3% |
| 3M | +23.0% | +4.3% | +18.7% | +18.3% |
| 6M | +13.8% | -11.1% | +24.9% | +22.5% |
| YTD | -1.9% | -4.7% | +2.7% | -1.6% |
| 1Y | +11.6% | -19.8% | +31.5% | +28.8% |
| 3Y | +1,048.4% | +4.1% | +1,044.3% | +898.3% |
| All | +552.9% | +10.1% | +542.8% | +365.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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