-10.0%
PLTR vs PH
+20.3%
-30.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.7% | +1.6% | -2.7% |
| 7D | -12.8% | -0.2% | -12.6% | -12.7% |
| 30D | -9.3% | -6.7% | -2.6% | -10.6% |
| 3M | +5.6% | -8.1% | +13.7% | +3.4% |
| 6M | +17.6% | +5.3% | +12.2% | +20.1% |
| YTD | -3.4% | +4.2% | -7.6% | -3.1% |
| 1Y | -10.0% | +19.3% | -29.3% | -3.9% |
| All | -10.0% | +20.3% | -30.3% | -3.9% |
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