+1,735.1%
PLTR vs HIG
+325.4%
+1,409.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.3% |
| 7D | -6.4% | +0.3% | -6.7% | -6.4% |
| 30D | +10.0% | -3.2% | +13.3% | +10.6% |
| 3M | +23.0% | +9.1% | +13.9% | +20.8% |
| 6M | +13.8% | -1.8% | +15.6% | +13.9% |
| YTD | -1.9% | +1.8% | -3.7% | -2.7% |
| 1Y | +11.6% | +4.6% | +7.1% | +10.0% |
| 3Y | +1,048.4% | +101.6% | +946.8% | +924.2% |
| 5Y | +554.4% | +124.5% | +429.9% | +479.6% |
| All | +1,735.1% | +325.4% | +1,409.6% | +1,876.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling