+765.0%
PLTR vs PH
+135.3%
+629.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.6% | +1.7% |
| 7D | -12.9% | +2.0% | -14.9% | -14.0% |
| 30D | -17.4% | -3.7% | -13.7% | -15.6% |
| 3M | +2.9% | -14.0% | +16.9% | +12.3% |
| 6M | +19.9% | +2.1% | +17.8% | +15.0% |
| YTD | -9.8% | +5.1% | -14.8% | -18.3% |
| 1Y | -8.4% | +10.9% | -19.3% | -21.0% |
| 3Y | +765.0% | +132.9% | +632.1% | +245.1% |
| All | +765.0% | +135.3% | +629.7% | +245.1% |
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 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