+649.6%
PLTR vs PHM
+166.0%
+483.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | +1.5% |
| 7D | -3.8% | +2.9% | -6.7% | -5.2% |
| 30D | -19.2% | +16.5% | -35.7% | -25.2% |
| 3M | -3.7% | +0.6% | -4.3% | -4.8% |
| 6M | +22.5% | +11.6% | +10.9% | +14.0% |
| YTD | -5.0% | +12.1% | -17.1% | -14.1% |
| 1Y | -12.8% | +9.6% | -22.4% | -20.4% |
| 3Y | +758.3% | +62.3% | +696.0% | +432.5% |
| 5Y | +649.6% | +170.4% | +479.2% | +186.7% |
| All | +649.6% | +166.0% | +483.6% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 5y: compounded portfolio wealth divided by compounded PHM 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…
5y analysis · Full analysis span regression · 6 months rolling