+597.7%
PLTR vs WAB
+216.2%
+381.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.1% | +0.4% | +1.8% |
| 7D | -5.1% | +4.0% | -9.1% | -7.6% |
| 30D | -19.1% | +4.5% | -23.5% | -21.4% |
| 3M | -1.6% | +2.3% | -3.9% | -3.3% |
| 6M | +22.8% | +12.5% | +10.3% | +9.3% |
| YTD | -4.8% | +40.2% | -45.0% | -32.3% |
| 1Y | -4.9% | +45.2% | -50.1% | -34.4% |
| 3Y | +826.1% | +171.8% | +654.3% | +246.7% |
| 5Y | +597.7% | +217.6% | +380.1% | +120.1% |
| All | +597.7% | +216.2% | +381.5% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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