+1,735.1%
PLTR vs HPE
+553.8%
+1,181.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -2.5% |
| 7D | -6.4% | -0.6% | -5.8% | -6.1% |
| 30D | +10.0% | -2.3% | +12.3% | +10.8% |
| 3M | +23.0% | -2.9% | +25.9% | +22.8% |
| 6M | +13.8% | +143.6% | -129.8% | -31.4% |
| YTD | -1.9% | +118.5% | -120.4% | -38.0% |
| 1Y | +11.6% | +129.2% | -117.6% | -31.6% |
| 3Y | +1,048.4% | +212.5% | +835.9% | +467.5% |
| 5Y | +554.4% | +286.9% | +267.5% | +192.8% |
| All | +1,735.1% | +553.8% | +1,181.3% | +636.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling