+1,692.6%
PLTR vs PH
+407.5%
+1,285.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.8% |
| 7D | -5.3% | +0.4% | -5.7% | -5.5% |
| 30D | -1.0% | -10.8% | +9.8% | +6.7% |
| 3M | +24.8% | +8.5% | +16.3% | +15.8% |
| 6M | +8.4% | +3.9% | +4.4% | +1.4% |
| YTD | -4.2% | +9.4% | -13.6% | -14.5% |
| 1Y | +9.1% | +26.8% | -17.7% | -14.2% |
| 3Y | +1,025.6% | +140.8% | +884.8% | +446.4% |
| 5Y | +565.8% | +253.8% | +312.0% | +158.4% |
| All | +1,692.6% | +407.5% | +1,285.1% | +592.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling