+1,684.5%
PLTR vs PH
+404.1%
+1,280.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | 0.0% |
| 7D | 0.0% | 0.0% | 0.0% | +0.1% |
| 30D | -3.3% | -10.3% | +7.0% | +3.8% |
| 3M | +28.4% | +5.1% | +23.3% | +21.9% |
| 6M | +8.4% | +2.3% | +6.1% | +2.6% |
| YTD | -4.6% | +8.7% | -13.3% | -14.6% |
| 1Y | +4.4% | +26.8% | -22.3% | -17.9% |
| 3Y | +1,020.5% | +139.2% | +881.3% | +446.4% |
| 5Y | +548.8% | +251.1% | +297.7% | +152.9% |
| All | +1,684.5% | +404.1% | +1,280.4% | +592.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling