-10.0%
PLTR vs HL
+22.6%
-32.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +13.2% | -15.3% | -5.0% |
| 7D | -12.8% | +0.2% | -13.0% | -12.9% |
| 30D | -9.3% | -12.1% | +2.8% | -6.9% |
| 3M | +5.6% | -2.8% | +8.4% | +4.3% |
| 6M | +17.6% | -14.9% | +32.5% | +17.9% |
| YTD | -3.4% | -22.0% | +18.6% | -3.1% |
| 1Y | -10.0% | +25.0% | -35.0% | -20.9% |
| All | -10.0% | +22.6% | -32.5% | -20.9% |
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