-10.0%
PLTR vs USHY
+1.9%
-11.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -5.1% |
| 7D | -12.8% | -0.2% | -12.6% | -11.8% |
| 30D | -9.3% | +0.7% | -10.0% | -11.8% |
| 3M | +5.6% | -2.2% | +7.8% | +18.3% |
| 6M | +17.6% | -0.9% | +18.4% | +24.1% |
| YTD | -3.4% | +0.2% | -3.6% | -5.4% |
| 1Y | -10.0% | +1.7% | -11.7% | -26.9% |
| All | -10.0% | +1.9% | -11.8% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling