+531.1%
PLTR vs HRB
+109.9%
+421.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -9.1% | -12.2% | +3.0% | -6.7% |
| 30D | -5.2% | -3.0% | -2.2% | -5.0% |
| 3M | +27.4% | +21.7% | +5.7% | +21.7% |
| 6M | +9.7% | +52.3% | -42.6% | -0.3% |
| YTD | -6.7% | +6.5% | -13.2% | -9.5% |
| 1Y | -0.5% | -6.7% | +6.1% | -1.6% |
| 3Y | +996.2% | +25.1% | +971.1% | +848.7% |
| 5Y | +531.1% | +113.8% | +417.4% | +381.2% |
| All | +531.1% | +109.9% | +421.3% | +381.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling