+499.6%
PLTR vs THC
+274.4%
+225.2%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.8% |
| 7D | -12.9% | +3.7% | -16.6% | -13.9% |
| 30D | -17.4% | +9.0% | -26.4% | -19.6% |
| 3M | +2.9% | +10.4% | -7.5% | -0.3% |
| 6M | +19.9% | +45.7% | -25.8% | +5.6% |
| YTD | -9.8% | +42.6% | -52.3% | -21.1% |
| 1Y | -8.4% | +38.8% | -47.1% | -19.5% |
| 3Y | +765.0% | +418.8% | +346.2% | +306.1% |
| All | +499.6% | +274.4% | +225.2% | +219.8% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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