+531.1%
PLTR vs HUM
+0.5%
+530.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | -9.1% | -1.4% | -7.7% | -9.0% |
| 30D | -5.2% | +7.5% | -12.7% | -5.8% |
| 3M | +27.4% | +10.2% | +17.2% | +26.0% |
| 6M | +9.7% | +132.5% | -122.8% | -0.2% |
| YTD | -6.7% | +57.6% | -64.3% | -12.0% |
| 1Y | -0.5% | +48.6% | -49.1% | -5.9% |
| 3Y | +996.2% | -11.2% | +1,007.4% | +980.0% |
| 5Y | +531.1% | +4.8% | +526.3% | +441.3% |
| All | +531.1% | +0.5% | +530.6% | +441.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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