+1,692.6%
PLTR vs HUM
+5.6%
+1,687.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -5.3% | +2.1% | -7.4% | -5.4% |
| 30D | -1.0% | +4.7% | -5.7% | -1.1% |
| 3M | +24.8% | +13.5% | +11.3% | +24.4% |
| 6M | +8.4% | +126.7% | -118.3% | +5.4% |
| YTD | -4.2% | +58.5% | -62.7% | -6.1% |
| 1Y | +9.1% | +31.7% | -22.6% | +7.3% |
| 3Y | +1,025.6% | -10.6% | +1,036.2% | +972.6% |
| 5Y | +565.8% | +2.5% | +563.3% | +567.1% |
| All | +1,692.6% | +5.6% | +1,687.0% | +1,697.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling