+1,025.6%
PLTR vs HRB
+28.7%
+996.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.5% | +4.1% | -1.5% |
| 7D | -5.3% | -9.1% | +3.7% | -4.2% |
| 30D | -1.0% | +0.3% | -1.2% | -1.2% |
| 3M | +24.8% | +23.4% | +1.4% | +21.2% |
| 6M | +8.4% | +45.1% | -36.8% | +3.0% |
| YTD | -4.2% | +8.9% | -13.1% | -8.4% |
| 1Y | +9.1% | -7.9% | +17.0% | +4.5% |
| 3Y | +1,025.6% | +27.9% | +997.6% | +695.2% |
| All | +1,025.6% | +28.7% | +996.9% | +695.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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