+499.6%
PLTR vs HWM
+522.0%
-22.4%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.0% | +1.9% |
| 7D | -12.9% | +3.3% | -16.2% | -15.0% |
| 30D | -17.4% | -7.6% | -9.8% | -13.8% |
| 3M | +2.9% | -28.9% | +31.8% | +26.0% |
| 6M | +19.9% | -19.7% | +39.5% | +32.9% |
| YTD | -9.8% | +0.5% | -10.3% | -18.4% |
| 1Y | -8.4% | +0.3% | -8.6% | -16.8% |
| 3Y | +765.0% | +325.8% | +439.2% | +119.5% |
| All | +499.6% | +522.0% | -22.4% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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