+11.6%
PLTR vs HL
+134.7%
-123.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -4.0% |
| 7D | -6.4% | +1.5% | -7.9% | -6.8% |
| 30D | +10.0% | +25.1% | -15.0% | +4.2% |
| 3M | +23.0% | +22.9% | +0.1% | +16.1% |
| 6M | +13.8% | -4.9% | +18.7% | +11.2% |
| YTD | -1.9% | +7.8% | -9.8% | -6.3% |
| 1Y | +11.6% | +133.9% | -122.2% | -0.1% |
| All | +11.6% | +134.7% | -123.0% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling