+548.8%
PLTR vs HL
+246.5%
+302.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -0.9% |
| 7D | 0.0% | +0.4% | -0.3% | 0.0% |
| 30D | -3.3% | +18.8% | -22.1% | -7.9% |
| 3M | +28.4% | +43.7% | -15.4% | +16.1% |
| 6M | +8.4% | -1.0% | +9.4% | +6.2% |
| YTD | -4.6% | +8.7% | -13.3% | -10.1% |
| 1Y | +4.4% | +105.0% | -100.6% | -17.7% |
| 3Y | +1,020.5% | +427.3% | +593.2% | +521.4% |
| 5Y | +548.8% | +249.3% | +299.5% | +256.1% |
| All | +548.8% | +246.5% | +302.3% | +256.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling