+649.9%
PLTR vs HL
+124.8%
+525.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.4% |
| 7D | +0.4% | -5.6% | +6.0% | +1.9% |
| 30D | -17.5% | -16.2% | -1.4% | -14.1% |
| 3M | -1.5% | -20.5% | +19.0% | +2.9% |
| 6M | +25.9% | -31.7% | +57.6% | +35.2% |
| YTD | -3.0% | -26.4% | +23.4% | -0.1% |
| 1Y | -9.7% | -4.3% | -5.4% | -13.6% |
| 3Y | +776.5% | +276.9% | +499.6% | +412.9% |
| 5Y | +649.9% | +124.1% | +525.8% | +432.7% |
| All | +649.9% | +124.8% | +525.1% | +432.7% |
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 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