+1,025.6%
PLTR vs XHB
+26.5%
+999.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.1% |
| 7D | -5.3% | +0.2% | -5.5% | -5.4% |
| 30D | -1.0% | -9.1% | +8.1% | +3.7% |
| 3M | +24.8% | -2.3% | +27.1% | +25.5% |
| 6M | +8.4% | -4.1% | +12.5% | +9.1% |
| YTD | -4.2% | -1.7% | -2.5% | -6.3% |
| 1Y | +9.1% | -15.1% | +24.2% | +16.9% |
| 3Y | +1,025.6% | +26.8% | +998.8% | +691.0% |
| All | +1,025.6% | +26.5% | +999.1% | +691.0% |
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