+649.9%
PLTR vs HPE
+264.7%
+385.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.8% | -2.7% | -0.1% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | -17.5% | -28.6% | +11.0% | -4.3% |
| 3M | -1.5% | -7.4% | +5.9% | -1.0% |
| 6M | +25.9% | +63.7% | -37.7% | -11.0% |
| YTD | -3.0% | +111.7% | -114.7% | -42.5% |
| 1Y | -9.7% | +123.5% | -133.2% | -48.4% |
| 3Y | +776.5% | +238.7% | +537.8% | +255.0% |
| 5Y | +649.9% | +261.0% | +388.9% | +188.2% |
| All | +649.9% | +264.7% | +385.2% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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