+565.8%
PLTR vs HIG
+122.5%
+443.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.4% | -1.6% |
| 7D | -5.3% | -1.1% | -4.3% | -4.9% |
| 30D | -1.0% | -4.9% | +3.9% | +0.9% |
| 3M | +24.8% | +6.8% | +18.0% | +21.1% |
| 6M | +8.4% | -1.7% | +10.0% | +8.3% |
| YTD | -4.2% | -0.2% | -4.0% | -5.2% |
| 1Y | +9.1% | +5.7% | +3.4% | +4.5% |
| 3Y | +1,025.6% | +100.3% | +925.3% | +697.9% |
| 5Y | +565.8% | +118.5% | +447.3% | +327.1% |
| All | +565.8% | +122.5% | +443.2% | +327.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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