+499.6%
PLTR vs HD
+5.3%
+494.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.7% |
| 7D | -12.9% | +4.3% | -17.2% | -15.7% |
| 30D | -17.4% | +20.2% | -37.6% | -28.2% |
| 3M | +2.9% | -1.0% | +3.9% | +2.7% |
| 6M | +19.9% | +7.9% | +12.0% | +11.4% |
| YTD | -9.8% | +2.0% | -11.8% | -14.6% |
| 1Y | -8.4% | -4.3% | -4.1% | -8.9% |
| 3Y | +765.0% | +25.9% | +739.1% | +523.6% |
| All | +499.6% | +5.3% | +494.2% | +355.3% |
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