+1,706.1%
PLTR vs HD
+47.8%
+1,658.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | +10.7% | -0.5% | +11.2% | +11.0% |
| 30D | -17.8% | +18.5% | -36.3% | -26.4% |
| 3M | +0.3% | +2.2% | -1.8% | -1.7% |
| 6M | +26.2% | +13.8% | +12.3% | +14.6% |
| YTD | -3.5% | +3.4% | -6.9% | -8.4% |
| 1Y | -6.8% | -3.5% | -3.3% | -7.5% |
| 3Y | +772.3% | +29.0% | +743.3% | +570.0% |
| 5Y | +651.6% | +6.1% | +645.5% | +507.1% |
| All | +1,706.1% | +47.8% | +1,658.3% | +1,364.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling