+565.8%
PLTR vs WAB
+231.1%
+334.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.7% |
| 7D | -5.3% | +1.7% | -7.0% | -6.5% |
| 30D | -1.0% | -2.4% | +1.4% | +0.7% |
| 3M | +24.8% | +9.7% | +15.1% | +13.3% |
| 6M | +8.4% | +16.5% | -8.2% | -8.5% |
| YTD | -4.2% | +33.7% | -37.9% | -29.3% |
| 1Y | +9.1% | +49.7% | -40.6% | -27.5% |
| 3Y | +1,025.6% | +170.9% | +854.6% | +325.9% |
| 5Y | +565.8% | +228.0% | +337.7% | +111.8% |
| All | +565.8% | +231.1% | +334.7% | +111.8% |
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