+11.6%
PLTR vs PH
+30.5%
-18.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -6.4% | -3.1% | -3.4% | -7.1% |
| 30D | +10.0% | -3.2% | +13.3% | +9.2% |
| 3M | +23.0% | +10.6% | +12.4% | +24.6% |
| 6M | +13.8% | -2.1% | +15.9% | +15.4% |
| YTD | -1.9% | +10.2% | -12.1% | -2.8% |
| 1Y | +11.6% | +28.2% | -16.6% | +8.5% |
| All | +11.6% | +30.5% | -18.9% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1y: compounded portfolio wealth divided by compounded PH 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…
1y analysis · Full analysis span regression · 6 months rolling