+581.5%
PLTR vs WAT
-2.9%
+584.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -6.4% | -1.3% | -5.1% | -6.0% |
| 30D | +10.0% | +2.3% | +7.7% | +9.2% |
| 3M | +23.0% | +8.7% | +14.3% | +19.4% |
| 6M | +13.8% | +28.3% | -14.5% | +3.6% |
| YTD | -1.9% | +7.8% | -9.7% | -5.6% |
| 1Y | +11.6% | +36.6% | -25.0% | -3.4% |
| 3Y | +1,048.4% | +45.7% | +1,002.7% | +765.3% |
| All | +581.5% | -2.9% | +584.4% | +615.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling