+765.0%
PLTR vs WAT
+74.7%
+690.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.3% |
| 7D | -12.9% | -1.1% | -11.8% | -12.7% |
| 30D | -17.4% | +5.0% | -22.3% | -18.0% |
| 3M | +2.9% | +14.5% | -11.6% | +0.6% |
| 6M | +19.9% | +30.9% | -11.0% | +15.1% |
| YTD | -9.8% | +20.5% | -30.2% | -12.5% |
| 1Y | -8.4% | +23.3% | -31.7% | -11.4% |
| 3Y | +765.0% | +81.5% | +683.6% | +752.7% |
| All | +765.0% | +74.7% | +690.3% | +752.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling