+9.1%
PLTR vs PH
+26.9%
-17.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.4% |
| 7D | -5.3% | +0.4% | -5.7% | -5.3% |
| 30D | -1.0% | -10.8% | +9.8% | -3.6% |
| 3M | +24.8% | +8.5% | +16.3% | +26.0% |
| 6M | +8.4% | +3.9% | +4.4% | +8.6% |
| YTD | -4.2% | +9.4% | -13.6% | -5.2% |
| 1Y | +9.1% | +26.8% | -17.7% | +6.1% |
| All | +9.1% | +26.9% | -17.8% | +6.1% |
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