+1,668.3%
PLTR vs HRB
+280.0%
+1,388.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -1.9% |
| 7D | +4.7% | -5.1% | +9.8% | +5.5% |
| 30D | -16.4% | +8.7% | -25.1% | -17.8% |
| 3M | -6.2% | -5.4% | -0.8% | -5.7% |
| 6M | +29.2% | +41.6% | -12.4% | +20.6% |
| YTD | -5.5% | +18.7% | -24.1% | -10.1% |
| 1Y | -2.4% | +16.4% | -18.9% | -7.0% |
| 3Y | +752.3% | +22.0% | +730.3% | +672.5% |
| 5Y | +635.8% | +141.2% | +494.6% | +509.5% |
| All | +1,668.3% | +280.0% | +1,388.3% | +1,306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling