+1,025.6%
PLTR vs HL
+411.0%
+614.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -5.3% | +7.1% | -12.4% | -6.8% |
| 30D | -1.0% | +21.4% | -22.4% | -5.3% |
| 3M | +24.8% | +37.4% | -12.6% | +16.2% |
| 6M | +8.4% | +0.4% | +8.0% | +6.0% |
| YTD | -4.2% | +6.7% | -10.9% | -8.0% |
| 1Y | +9.1% | +102.4% | -93.3% | -7.7% |
| 3Y | +1,025.6% | +417.4% | +608.2% | +677.7% |
| All | +1,025.6% | +411.0% | +614.6% | +677.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling