-6.8%
PLTR vs WAT
+19.9%
-26.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | 0.0% |
| 7D | +10.7% | +2.0% | +8.7% | +10.2% |
| 30D | -17.8% | +7.7% | -25.5% | -18.9% |
| 3M | +0.3% | +11.1% | -10.8% | -1.8% |
| 6M | +26.2% | +31.2% | -5.1% | +20.7% |
| YTD | -3.5% | +21.7% | -25.2% | -7.0% |
| 1Y | -6.8% | +19.3% | -26.2% | -9.5% |
| All | -6.8% | +19.9% | -26.7% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling