+729.6%
PLTR vs WBD
+9.9%
+719.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +34.3% | -35.1% | -11.8% |
| 7D | -0.8% | +34.3% | -35.1% | -11.8% |
| 30D | -0.8% | +34.3% | -35.1% | -11.8% |
| 3M | -0.8% | +34.3% | -35.1% | -11.8% |
| 6M | -0.8% | +34.3% | -35.1% | -11.8% |
| YTD | -0.8% | +34.3% | -35.1% | -11.8% |
| 1Y | +9.4% | +63.0% | -53.5% | -9.4% |
| 3Y | +1,098.0% | +206.7% | +891.2% | +604.3% |
| All | +729.6% | +9.9% | +719.7% | +575.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling