+617.6%
PLTR vs HWM
+591.3%
+26.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.4% |
| 7D | +4.7% | +7.3% | -2.5% | +0.2% |
| 30D | -16.4% | +1.6% | -18.0% | -17.9% |
| 3M | -6.2% | -21.9% | +15.7% | +8.3% |
| 6M | +29.2% | -19.0% | +48.2% | +43.7% |
| YTD | -5.5% | +7.9% | -13.4% | -18.3% |
| 1Y | -2.4% | +9.9% | -12.3% | -16.9% |
| 3Y | +752.3% | +342.1% | +410.2% | +113.7% |
| All | +617.6% | +591.3% | +26.3% | +23.4% |
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