+758.3%
PLTR vs XHB
+38.6%
+719.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.9% |
| 7D | -3.8% | +1.2% | -4.9% | -4.2% |
| 30D | -19.2% | +8.9% | -28.1% | -22.2% |
| 3M | -3.7% | -4.2% | +0.5% | -2.1% |
| 6M | +22.5% | +1.4% | +21.2% | +20.9% |
| YTD | -5.0% | +1.2% | -6.2% | -8.1% |
| 1Y | -12.8% | -1.3% | -11.5% | -14.5% |
| 3Y | +758.3% | +36.6% | +721.7% | +563.1% |
| All | +758.3% | +38.6% | +719.7% | +563.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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