+752.3%
PLTR vs PH
+135.5%
+616.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +4.7% | +4.3% | +0.4% | +2.1% |
| 30D | -16.4% | +0.1% | -16.6% | -16.6% |
| 3M | -6.2% | -9.4% | +3.2% | -0.8% |
| 6M | +29.2% | +8.8% | +20.4% | +19.1% |
| YTD | -5.5% | +9.6% | -15.1% | -16.6% |
| 1Y | -2.4% | +14.4% | -16.9% | -17.1% |
| 3Y | +752.3% | +134.5% | +617.8% | +265.5% |
| All | +752.3% | +135.5% | +616.8% | +265.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling