+1,735.1%
PLTR vs PH
+411.1%
+1,324.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.4% |
| 7D | -6.4% | -3.1% | -3.4% | -4.4% |
| 30D | +10.0% | -3.2% | +13.3% | +11.8% |
| 3M | +23.0% | +10.6% | +12.4% | +12.6% |
| 6M | +13.8% | -2.1% | +15.9% | +11.3% |
| YTD | -1.9% | +10.2% | -12.1% | -12.9% |
| 1Y | +11.6% | +28.2% | -16.6% | -12.9% |
| 3Y | +1,048.4% | +134.9% | +913.5% | +466.4% |
| 5Y | +554.4% | +253.6% | +300.8% | +152.8% |
| All | +1,735.1% | +411.1% | +1,324.0% | +605.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling