+4.4%
PLTR vs WAT
+30.7%
-26.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.5% |
| 7D | 0.0% | -1.8% | +1.8% | +0.3% |
| 30D | -3.3% | -1.7% | -1.6% | -3.0% |
| 3M | +28.4% | +9.1% | +19.3% | +27.6% |
| 6M | +8.4% | +32.4% | -24.1% | +10.0% |
| YTD | -4.6% | +6.6% | -11.2% | -5.4% |
| 1Y | +4.4% | +34.7% | -30.3% | +12.5% |
| All | +4.4% | +30.7% | -26.3% | +12.5% |
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