+552.9%
PLTR vs W
-63.2%
+616.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.5% | -7.0% | -5.4% |
| 7D | -6.4% | -4.2% | -2.2% | -5.0% |
| 30D | +10.0% | -7.6% | +17.6% | +12.9% |
| 3M | +23.0% | +37.2% | -14.1% | +9.0% |
| 6M | +13.8% | +26.3% | -12.5% | +2.4% |
| YTD | -1.9% | -1.0% | -0.9% | -4.8% |
| 1Y | +11.6% | +20.1% | -8.4% | -1.6% |
| 3Y | +1,048.4% | +37.8% | +1,010.6% | +733.1% |
| All | +552.9% | -63.2% | +616.1% | +574.3% |
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