+11.6%
PLTR vs W
+25.7%
-14.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.5% | -7.0% | -5.4% |
| 7D | -6.4% | -4.2% | -2.2% | -5.1% |
| 30D | +10.0% | -7.6% | +17.6% | +12.8% |
| 3M | +23.0% | +37.2% | -14.1% | +13.6% |
| 6M | +13.8% | +26.3% | -12.5% | +6.3% |
| YTD | -1.9% | -1.0% | -0.9% | -4.6% |
| 1Y | +11.6% | +20.1% | -8.4% | +8.2% |
| All | +11.6% | +25.7% | -14.0% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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