+1,684.5%
PLTR vs WAT
+108.5%
+1,576.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.6% |
| 7D | 0.0% | -1.8% | +1.8% | +0.7% |
| 30D | -3.3% | -1.7% | -1.6% | -2.7% |
| 3M | +28.4% | +9.1% | +19.3% | +24.8% |
| 6M | +8.4% | +32.4% | -24.1% | -1.5% |
| YTD | -4.6% | +6.6% | -11.2% | -7.6% |
| 1Y | +4.4% | +34.7% | -30.3% | -7.9% |
| 3Y | +1,020.5% | +53.6% | +966.9% | +754.1% |
| 5Y | +548.8% | -4.1% | +552.9% | +466.6% |
| All | +1,684.5% | +108.5% | +1,576.1% | +1,473.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 10y: compounded portfolio wealth divided by compounded WAT 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…
10y analysis · Full analysis span regression · 6 months rolling