+499.6%
PLTR vs W
-54.5%
+554.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.4% | +4.9% | +4.0% |
| 7D | -12.9% | -3.6% | -9.3% | -11.9% |
| 30D | -17.4% | +7.0% | -24.3% | -19.6% |
| 3M | +2.9% | +7.4% | -4.5% | -0.6% |
| 6M | +19.9% | +69.3% | -49.4% | -2.7% |
| YTD | -9.8% | +11.3% | -21.1% | -16.5% |
| 1Y | -8.4% | +13.2% | -21.6% | -16.5% |
| 3Y | +765.0% | +142.0% | +623.0% | +406.2% |
| All | +499.6% | -54.5% | +554.1% | +457.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling