+1,025.6%
PLTR vs WBD
+153.8%
+871.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -2.2% |
| 7D | -5.3% | -0.7% | -4.6% | -5.2% |
| 30D | -1.0% | +5.0% | -6.0% | -2.2% |
| 3M | +24.8% | +6.2% | +18.6% | +22.6% |
| 6M | +8.4% | +0.6% | +7.8% | +8.0% |
| YTD | -4.2% | -2.4% | -1.8% | -3.8% |
| 1Y | +9.1% | +127.7% | -118.6% | -13.6% |
| 3Y | +1,025.6% | +148.4% | +877.2% | +702.4% |
| All | +1,025.6% | +153.8% | +871.8% | +702.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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