+548.8%
PLTR vs XHB
+34.8%
+513.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | +0.8% |
| 7D | 0.0% | -1.9% | +2.0% | +1.6% |
| 30D | -3.3% | -8.3% | +5.1% | +3.7% |
| 3M | +28.4% | -7.1% | +35.5% | +34.9% |
| 6M | +8.4% | -5.3% | +13.6% | +9.9% |
| YTD | -4.6% | -3.2% | -1.4% | -7.1% |
| 1Y | +4.4% | -13.9% | +18.3% | +12.4% |
| 3Y | +1,020.5% | +24.9% | +995.6% | +635.8% |
| 5Y | +548.8% | +34.5% | +514.3% | +273.9% |
| All | +548.8% | +34.8% | +513.9% | +273.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling